We focus on
your priorities.
At West Paces Advisors, we believe:
- Every client family is unique, so their investment program should be customized.
- The needs of today must be balanced with the priorities of the future.
- Ensuring sufficient liquidity is the first step in portfolio construction.
- Assumption of market risk will reward the disciplined investor.
- Focus on net returns: after expenses, after taxes, after inflation.
Portfolio Construction
West Paces Advisors builds investment programs using three complementary risk classes: Liquidity, Defensive Risk, and Market Risk.
An investment program should be a reflection of the characteristics unique to each client. These include:
- Financial circumstances
- Anticipated portfolio draws
- Long-term goals
- Return expectations
- Tolerance for market value fluctuation
- Tax considerations
