Westbourne Investments, Inc. provides independent, customized account management for individuals and institutions. Our firm specializes in providing highly personal management of our client’s assets. Stock and bond portfolios are designed and managed in strict accordance with each client’s individual investment objectives. Discretionary authority is limited by the objectives of the account, the applicable fiduciary obligations imposed by the law and the assets contained in the account. Westbourne was founded in 1990.

Our firm has a strong reputation based on the professionalism and high standards of the firm and our employees. The firm’s reputation and our advisory client relationships are the firm’s most important asset.

As a registered adviser, and as a fiduciary to our advisory clients, our firm has a duty of loyalty to always act in the utmost good faith, place our clients’ interests first and foremost and to make full and fair disclosure of all material facts and in particular, information as to any potential and/or actual conflicts of interests.

Staff Profiles