Westcourt’s mission is to be the premier investment advisory firm to Canada’s smart money. We will act independently in providing institutional-quality investments to all of our valued clients, and act in their best interests at all times. We will adopt an alternative approach to asset allocation and investment manager selection with the goal of providing best-in-class advice and recommendations resulting in enhanced risk-adjusted returns.
Westcourt’s primary services are in the areas of portfolio construction and investment manager selection. With a strong internal team providing world-class due diligence, Westcourt is able to provide its clients with institutional service in a boutique setting. Whether working with high-net-worth families or institutional clients, Westcourt provides clear, unbiased, and actionable advice.
Westcourt’s strongest advantage is our willingness to take an alternative approach to asset allocation in an unconstrained investment universe. With deep expertise and experience in due diligence across multiple asset classes and investment strategies, Westcourt’s team is able to provide critical guidance to our clients in their quest to achieve their investing objectives in a low interest rate environment.
Westcourt Capital Corporation is a registered Portfolio Manager with assets under advisement exceeding $2.5 billion. Working with our high-net-worth and institutional clients, we specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk-adjusted returns in difficult investing environments.
We have a strong focus on the sourcing and due diligence of investment funds and investment strategies in the alternative space. With interest rates at all-time lows and traditional income-producing investments facing serious headwinds, the area of “alternative yield” is of particular interest to our clients.
From a portfolio construction point of view, the inclusion of alternative asset classes and investment strategies allows our clients to achieve their long-term objectives while still respecting their short-term cash-flow requirements.
Our high-net-worth clients generally have between $5 - $100 million in investable assets, with 20% - 40% of their portfolio designated for deployment in the alternative space. Many of these individuals have grown weary of the “cookie-cutter” approach to asset management from their traditional financial institution and prefer truly customized solutions to meet their financial objectives.
Westcourt’s primary focus is the construction of well-diversified investment portfolios designed to provide attractive risk-adjusted returns in all market environments. This involves identifying allocations to a variety of asset classes and investment strategies based on risk-return characteristics. This robust process relies on the substantial experience and expertise of our team of qualified investment professionals.