West Branch Capital LLC

West Branch Capital LLC is a Registered Investment Adviser established in 2004 by Ayaz Mahmud. The firm offers investment Advisory services to individuals, high net worth individuals, trusts, estates, corporations, and other businesses in the United States. Their investment strategy is primarily long-term focused, with discretionary portfolio management services that include individual equity and fixed income securities, mutual funds, Exchange Traded Funds, and more. West Branch Capital charges fees based on a tiered schedule, with rates ranging from 1.50% to 0.25% based on assets under management. The firm does not participate in wrap fee programs and manages discretionary assets totaling $602,019,152 as of December 31, 2024. Clients are required to enter into an Investment Advisory Agreement, and the firm does not have custody of client funds or securities. West Branch Capital primarily uses fundamental and technical analysis for investment strategies and does not vote proxies on behalf of clients. The firm does not have any disciplinary events, adverse financial conditions, or bankruptcy history. Clients are encouraged to review reports, statements, and proxies directly from the qualified Custodian. For more information, clients can contact West Branch Capital at (413) 256-1225 or visit their website at www.westbranchcapital.com.