WestFunds – Investment Services
Achieve your financial goals with our sophisticated investment solutions, personalized advice and powerful analytics on westfunds.com.
Robo-Advisor Portfolios
Dynamically diversified across equities, fixed income and alternatives. Automated rebalancing, tax-loss harvesting and risk-based allocation.
Dedicated Portfolio Management
One-on-one with a senior portfolio manager. Custom strategies, quarterly performance reviews and bespoke research tailored to your objectives.
Retirement & Education Planning
Plan milestones with target-date funds, IRAs, 401(k) rollovers and 529 college savings. Interactive goal trackers and cash-flow projections.
ESG & Thematic Investing
Invest in clean energy, biotech, AI and emerging markets. ESG scoring, carbon footprint analytics and detailed impact reports.
Real-Time Market Data
Live quotes, depth-of-book, institutional analytics and macro dashboards. Create custom watchlists and set price/volume alerts.
Risk & Performance Analytics
Scenario stress tests, drawdown simulations and factor attribution. Exportable PDF reports and BI-tool integration.
Alternative Asset Access
Private equity, real estate trusts, hedge fund feeders and crypto vehicles. Due diligence, subscription support and modeling.
Structured Products & Derivatives
Tailored notes, buffer ETFs, options overlays and volatility swaps. Custom pay-off structures by our quant desk.
Expert Webinars & Workshops
Weekly live sessions on market outlooks, sector deep-dives and strategies. Access recordings, slides and Q&A transcripts.
Dedicated Client Success
24/7 support via phone, chat and email. Personalized onboarding, regular check-ins and annual financial health reviews.
Mobile & Desktop Platforms
Manage your wealth anytime. Our mobile apps and web dashboard feature advanced order types, tax center and collaborative planning.