Westside Investment Management, LLC

Westside Investment Management, LLC. is a registered investment adviser firm based in Santa Monica, CA, established in August 2010. The firm specializes in providing discretionary investment advisory services on a fee basis, offering services such as financial planning and consulting. Clients are required to enter into an agreement outlining the terms of engagement, including the fee structure based on a percentage of assets under management. The firm may recommend investment strategies such as long-term purchases, short-term purchases, and trading, utilizing methods of analysis like charting, fundamental, technical, and cyclical analysis. For existing clients, the firm participates in the Managed Accounts Program and the Mutual Fund Allocation Program, providing globally diversified portfolios. Clients may also engage in retirement plan consulting services, with fees ranging from 0.10% to 1.00% of plan assets. Westside Investment Management does not recommend or advocate for the purchase of cryptocurrencies but may provide information upon request. Additionally, the firm may receive support services from custodians without additional charges to clients. Clients are encouraged to review financial planning issues annually and are provided with regular account statements and transaction confirmations. The firm does not vote client proxies and does not maintain custody of client funds or securities. Clients have the option to engage the firm on a discretionary basis, allowing the firm to make investment decisions on their behalf.