Wescap Group

**WESCAP Group Summary:** **Background and Expertise:** WESCAP Group, a registered investment adviser based in Glendale, California, has been providing investment advisory services since 1988. The firm offers personalized wealth management, an Automated Asset Management Program, and financial planning services. Clients have discretionary and non-discretionary options for wealth management, with a focus on tailored investment advice and portfolio monitoring. The Automated Asset Management Program utilizes a specialized trading platform through Charles Schwab & Co., Inc. for automated risk assessment and trading functions. **Consumer-Facing Terms:** - Minimum Initial Investment: $150,000 for the Automated Asset Management Program - Fee Structure: Tiered fee schedule for wealth management, with annual advisory rates ranging from 0.40% to 1.25% - Fiduciary: Acting in the best interests of clients - Investment Discretion: Clients can grant discretionary authority for account management - Investment Philosophy: Strategic & tactical asset allocation, global diversification, contrarian/value-oriented, low transaction costs, and tax efficiency **Advisory Business Description:** WESCAP Group focuses on providing outstanding risk-adjusted returns through diversified investment strategies. The firm primarily advises on mutual funds and ETFs, with a contrarian/value-oriented approach and a focus on tax efficiency. Clients have the option for discretionary or non-discretionary account management, with ongoing portfolio reviews and financial planning services available. This summary provides an overview of WESCAP Group's background, expertise, consumer-facing terms, investment discretion, and investment strategies, helping potential clients understand the firm's services and approach to wealth management. For more detailed information, please refer to the full brochure.