What We Do

Westbourne Investments provides independent private wealth management and OCIO services for pensions and endowments.

What does that mean?

Private wealth management is a comprehensive range of activities necessary for maximizing and sustaining personal and family net worth over time.  These include financial discovery, goal setting and planning, investment risk tolerance, portfolio solutions development and execution, tax planning and management, risk management and asset protection, and legacy planning for charitable giving and estate transfer.  Executives, closely held business owners and retirement planning may each have more specific requirements beyond these fundamental aspects.  Collaboration with our clients' external tax and legal advisors is often involved.

Our OCIO services for institutions, such as pension funds and endowments, provide for professional asset management using current best practices, oriented toward the organizational mission and financial objectives of the institution, often through a combination of growth and income distribution objectives and asset/liability matching, allowing the institution to better focus on its mission, stakeholders and services.

Work with expert professionals<br/>

Work with expert professionals

We bring a combined decades of experience together for your benefit.

Investments

Equities

Fixed Income

REITs

Commodities

Options

Hedge Funds

Private Markets

Financial Planning

Retirement

Asset Allocation

Income Tax Planning

Higher Education

Major Purchases

Emergency Funds

Survivor Income

Disability Income

Long Term Care Expense

Concentrated Stock Positions

Trusts and Estate Transfer

Business Succession

Executive & Employee Benefits


Insurance

Collaboration and coordination with independent life, annuity and health insurance brokers

Contact us for more information. We welcome the opportunity to assist you.

contact@westbourneinv.com | 703-294-6880