Portfolio Management
Customized Portfolio Management Services (CPM)
Over the last 45 years, Western has provided wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, small businesses and high net worth individuals.
Our services include:
Customized Portfolio Management (CPM):
Equity Portfolios
- Mid-Large Cap Growth
- Mid-Large Cap Growth and Income
- Mid-Large Cap Blend (Growth + Value)
- Small Cap Equities
- International Equities
- Micro-Cap Financial Institutions
Fixed Income Portfolios
- Taxable Fixed Income
- Tax-Free Fixed Income
Target Allocation ETF Portfolios
Additional Wealth Management Services:
Financial Planning
- Cash Flow Planning
- Retirement Planning
Portfolio Risk Analysis
529 Plans for College Savings
Retirement Accounts
Individual Retirement Accounts
- ROTH IRAs
- SIMPLE IRAs
- SEP-IRAs
401(k)s
Defined Benefit Plans
Schedule a Free Consultation
Schedule a free call with one of our financial advisers to see how Portfolio Management can be beneficial for wealth management in your unique situation.
