Overview
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My goal is to
provide a diversified range of the highest quality investment services to
support the individual goals of institutional and private investors. |
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I serve my
clients needs with a broad-spectrum of services, state-of-the-art systems,
and portfolio reporting. |
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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. |
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