Westshore Wealth
Westshore Wealth is a registered investment adviser based in Newport Beach, CA, established in April 2016. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation and aiding in portfolio selection. Westshore Wealth may request discretionary authority to execute transactions without prior client approval. The firm's investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Services encompass financial planning, retirement plan consulting, and investment in various securities such as mutual funds, fixed income, real estate funds, equities, and ETFs. Clients must maintain a minimum combined account balance of $2,000,000 for portfolio management services. Fees are asset-based and vary depending on the total assets under management. Westshore Wealth does not accept performance-based fees and acts in a fiduciary capacity. The firm does not engage in wrap fee programs and provides detailed information on brokerage practices, custody, investment discretion, and proxy voting policies. No disciplinary actions, bankruptcies, or material financial impairments have been reported in the last ten years. For more information, visit www.westshorewealth.com.
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