Westover Capital Advisors, LLC

Westover Capital Advisors, LLC is an SEC-registered investment advisory firm that began conducting business in 1999. The firm specializes in providing investment management, wealth advisory, consulting, and other wealth management services. They offer comprehensive financial oversight to foundations and charitable organizations, assisting with investment management, spending planning, and compliance with fiduciary responsibilities. Westover Capital Advisors charges fees based on assets under management, typically ranging from 0.75% to 1.5%. The firm does not charge performance-based fees or manage private funds side-by-side with client accounts. Clients have the option to direct brokerage services, and the firm recommends utilizing the services of Charles Schwab & Co., Inc. for custody and brokerage services. Westover Capital Advisors does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1,200. The firm has a sound financial condition and has not been subject to a bankruptcy petition in the past ten years. Clients are encouraged to review their custodial statements and contact the firm with any concerns.