Westward Investment Advisory

Westward Investment Advisory, LLC is an SEC registered investment advisor established in December 2015, located in Prairie Village, Kansas and Milwaukee, Wisconsin. The firm offers fee-based investment management services to various clients, including not-for-profit organizations, family offices, corporations, retirement plans, and individuals. The primary owners are Casey McLiney and James Holcomb. Services include portfolio management on discretionary and non-discretionary bases, investment consulting, and financial planning. The firm does not have custody of client funds, except for fee deductions with client authorization. Investment strategies may involve mutual funds, ETFs, separately managed accounts, and individual securities. Fees are charged based on a tiered schedule and are negotiable. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to grant discretionary investment authority to the firm. Westward Investment Advisory does not vote proxies for clients and maintains professional liability insurance. The firm's Code of Ethics emphasizes ethical conduct and compliance with securities laws. Clients receive quarterly account statements from qualified custodians. The firm does not receive compensation for client referrals and does not engage in principal transactions. Westward Investment Advisory emphasizes client-focused investment strategies tailored to individual goals and risk tolerance.