Overview

My goal is to provide a diversified range of the highest quality investment services to support the individual goals of institutional and private investors.

I serve my clients needs with a broad-spectrum of services, state-of-the-art systems, and portfolio reporting.

 

 

Accounts are charged as a percentage of assets under management or on an “ala Carte basis”

 

As an independent firm, we find our strategic advantage within our ability to autonomously select our business areas, which allows us to be extremely competitive in our objectivity, execution and advice. As a result, our focus remains firmly grounded on investment selection. I believe that there is always a need for a truly independent firm.

 

With an established area presence, Western International Securities, Inc caters exclusively to the investment needs of high net-worth individuals/ and Institutions such as K-Plans, PSP, and Trusts while offering a multitude of asset management services in both equity and fixed income securities. The firm focuses its resources on financial markets strategy, analysis, asset management, and transaction execution, areas where we believe the firm is most competitive and holds a unique place among peers. The firm’s history of providing service and performance rests on the cumulative experience and expertise of its people. Whether providing direction through varied market environments or consulting individual and institutional accounts on risk management within portfolios, our talents are brought to bear in each application the firm undertakes.