We take a balanced approach to investing focusing on investments that have superior growth prospects that are undervalued. Our general investment style is growth at a reasonable price ("GARP"). GARP is a balance between value investing and growth investing. We seek companies with superior growth potential that may be currently under recognized or out of favor.
Historically the growth at a reasonable price approach has produced positive returns with less volatility in down markets. Similarly, in the bond market, we analyze the yield curve and compare various bond classes with respect to the macroeconomics to search for undervalued bond opportunities. Most of our portfolios are balanced: a custom mix of stocks, bonds, other asset classes and cash.
Historically the growth at a reasonable price approach has produced positive returns with less volatility in down markets. Similarly, in the bond market, we analyze the yield curve and compare various bond classes with respect to the macroeconomics to search for undervalued bond opportunities. Most of our portfolios are balanced: a custom mix of stocks, bonds, other asset classes and cash.
Services
If you are ready to start making better financial decisions then it may be time to speak with a financial planner! Working with individuals at all different stages of their lives, we strive to improve our clients' personal and financial well being. Whether trying to save for retirement, pay down debt, or start a family, we are here to help educate and guide you.
We are fee-only. We do not accept commissions or compensation from any other source. For Investment Management services we get paid on a percentage of assets under management. For financial planning services we charge an hourly rate with an estimate for the defined scope of the plan. No, we have an arm's length relationship with these two custodians and work with them to custody our clients' assets.
Duties & Responsibilities: WestView Investment Advisors is expanding and seeking an experienced Research Analyst. This role provides the opportunity to conduct investment research, trading, and portfolio management while working directly with clients. We are looking for an individual that works well in a team environment, has a client-first attitude and a passion for the financial markets.
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