Western Financial Corporation offers Customized Portfolio Management (CPM) services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses and high net worth individuals based on the individual goals, objectives, time horizon, liquidity needs and risk tolerance of each particular client. Our firm assesses each client’s current situation (income, tax levels, existing resources, financial goals, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio of securities that matches each client’s specific situation. These services include, but are not limited to, the following:
Individual Security Selection
Regular Portfolio Monitoring
We actively manage our clients’ portfolios on an ongoing basis and re-balance them when, in our judgment, re-balancing is warranted in light of market conditions and/or changes in clients’ circumstances.