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Full-Service Investment Planning with Managed Account Services | Wescom Financial Services

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Managed Account Services

Investment Facts

As of January 2013, there are 16 people left in the world who were born in the 1800s. With dividends reinvested, U.S. stocks have increased 28,000-fold during their lifetimes.

The Gerontology Research Group

Full-Service Investment Planning

We offer Managed Account Services for those members who prefer a comprehensive consulting process. We have partnered with the top institutional asset managers who will invest and manage your specialized portfolio based on your financial goals. Whether you want stocks, bonds or a combined strategy, we will find the right managed accounts — guided by the top fund managers — to fit your needs and diversify your portfolio.

Our Managed Account Services team offers:

  • Separate Managed Accounts
  • Integrated Managed Accounts
  • Multi-Discipline Managed Accounts
  • Exchange Traded Funds (ETFs)
  • Performance Monitoring and Reporting
  • Asset Allocation