Westhampton Capital

Westhampton Capital, LLC, established in 1998, is an investment advisory firm based in Winston-Salem, North Carolina. The firm specializes in providing portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. With a focus on developing a financial outline and investment objectives tailored to each client's financial circumstances and goals, Westhampton Capital manages portfolios on a discretionary basis, allowing for the authority to supervise and direct investments without prior client consultation. The firm also offers retirement plan advisory services, acting as a fiduciary under ERISA rules when providing non-discretionary investment advice to plan fiduciaries. For portfolio management services, Westhampton Capital charges a negotiable annual fee of up to 1.5% based on assets under management, with a minimum portfolio value of $250,000. The firm may negotiate special fee arrangements based on circumstances. Westhampton Capital does not have performance-based fee arrangements and does not engage in side-by-side management. The firm serves as a fiduciary, acting in the best interests of clients. Clients have the option to direct brokerage, with National Financial Services, LLC, recommended as the custodian. Westhampton Capital does not vote proxies for client securities and does not have any disciplinary events to report. The firm's investment philosophy is based on a disciplined, systematic approach to value investing, seeking long-term value for clients.