Our Philosophy

 

 

Stay Rich vs. Get Rich Our clients don’t come to us to get rich. As qualified investors, most of them are already very comfortable. Their primary investment goal is to preserve their hard-earned capital in any market. In fact, their greatest fear is not underperformance of their investments, but putting their capital base at risk. At Westcourt, capital preservation is the primary factor in determining which investments to recommend.

Stay Ahead of Inflation: Our clients recognize that in times of inflation, the actual spending power of their money diminishes, meaning that in order to preserve their capital in real terms (i.e., keep up with inflation), they must derive positive returns from the capital they invest. With preservation of capital as their primary goal, these returns must be achieved within very conservative risk parameters.

Total Returns: Total returns are the sum of income and the capital appreciation derived from invested capital. Since even the most conservative investments vary substantially in the nature of returns they produce, Westcourt spends significant time with individual clients to determine the suitability of recommended investments based on our clients’ objectives regarding regular income and long-term goals.

Diversification from Public Equities: As a dealer of conservative, alternative investments, Westcourt does not deal in public equities (stocks of publicly traded companies). Since most clients already have exposure to the public markets, Westcourt provides diversification through the recommendation of alternative investments uncorrelated to those markets. In other words, we endorse investments that we believe will perform the same regardless of stock market volatility.

 

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