What We Do
Westbourne Investments provides independent, customized account management for individuals and institutions.
What does that mean?
Stocks, bonds, mutual funds, exchange traded funds, S&P 500, Dow Jones, Nasdaq… these along with the trend of the day or company of the day are typical things you’ll hear talking heads yelling about on CNBC. If you know all these terms you might think you can manage your own money. You might even have success managing your own money. If your comfortable going it alone and aren’t losing sleep over the chaos that is the stock market, we might not be what you’re looking for. If not, you’ll need professional help to be able to reach your financial goals, whatever they may be. That’s where we come in.
Don’t go it Alone
Our firm specializes in providing highly personal management of your assets to help you realize your financial goals. We do this by creating an individualized financial plan that takes into account all of your assets, earning power, retirement savings and life goals. We then managing your money in a manor best suited to help you reach those goals. We work closely with accountants, estate planners and others in the financial industry.
Our business isn’t complicated. We spend a lot of time researching industries & companies. We also have a lot of experience. Our most novice partners have been in investment management for over 25 years. Our senior partners have been managing money for over 50 years. We’ve seen almost every national and global situation and it’s effect on our industry.