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 investments strategies based on risk-return characteristics. This robust process relies on the substantial experience and expertise of our team of qualified investment professionals.
Having reviewed thousands of investment statements from traditional Canadian financial institutions, we share our clients’ frustrations in decoding their contents and deciphering whether they are actually achieving their investment objectives. Consequently, Westcourt places special emphasis on client-friendly reporting.
Whether constructing portfolios or preparing reports, our team is committed at all times to ensuring that our clients receive the prompt and personalized service they deserve.