WestEnd Advisors

United States · 32 Employees
WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap, core equity portfolio. WestEnd Advisors, LLC ("WestEnd") is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd's Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd's Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.

概述

国家 United States
成立时间 2004
总部 1001 Morehead Square Drive, Charlotte, North Carolina, USA, 28203
电话号码 +1 704 409 4100
网站 http://www.westendadvisors.com
LinkedIn http://www.linkedin.com/company/westend-advisors
Twitter
Facebook
员工数 32
行业 investment management,
简介 WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap, core equity portfolio. WestEnd Advisors, LLC ("WestEnd") is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd's Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd's Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.

技术

Act-On

Marketing Automation

Emma

Email Marketing

Flywheel

Hosting

Microsoft Office 365

Other

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Outlook

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CMS

常见问题

WestEnd Advisors 在哪里?

WestEnd Advisors 的总部位于 1001 Morehead Square Drive, Charlotte, North Carolina, USA, 28203

WestEnd Advisors 的电话号码是多少?

WestEnd Advisors 的电话号码是 +1 704 409 4100

WestEnd Advisors 的官方网站是什么?

WestEnd Advisors 的公司官方网站是 http://www.westendadvisors.com

WestEnd Advisors 是做什么的?

WestEnd Advisors 的业务有哪些?

portfolio construction,macroeconomic research,equity research,etfs

WestEnd Advisors 的年收入是多少?

WestEnd Advisors 的收入是 64800000美元

WestEnd Advisors 有多少员工?

WestEnd Advisors 有 32 名员工

WestEnd Advisors 属于哪个行业?

WestEnd Advisors 从事以下行业: investment management

WestEnd Advisors 使用什么技术?

WestEnd Advisors 使用的一些流行技术包括: Act-On,Emma,Flywheel,Microsoft Office 365,Mobile Friendly,Outlook,WordPress.org

如何联系 WestEnd Advisors?

WestEnd Advisors 联系信息: 电话号码:+1 704 409 4100, 网站:http://www.westendadvisors.com, 邮箱:gra***@***.com

WestEnd Advisors 的社交媒体链接是什么?

WestEnd Advisors 领英:http://www.linkedin.com/company/westend-advisors,fackbook:,twitte:

WestEnd Advisors 是一家上市公司吗?

不是

WestEnd Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 WestEnd Advisors?

WestEnd Advisors 有 0 家投资者,包括 。

管理层

Graham Hunt

Managing Partner

Brian Bzik

Associate Director

Cathy Lowe

Director of Operations

Tricia Tauzin

Director of Business Management

员工

Robert Pharr

Co-Chief Investment Officer, Portfolio Manager

Anna Brown

Compliance and Administration

Julie Feuerstein

Accounting and Finance Analyst

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