Westward Holdings’ principal investment philosophy is founded on the traditional practice of acquiring and holding equity in excellent firms in order to build and preserve enduring wealth.
The efficiency of this approach can best be measured from how our clients' portfolios perform. Minor problems stem from the fact that worth and growth stocks have alternated traditionally with regards to revenues with no sound determinant or fail-safe warning when one class makes way for the other.
Westward Holdings adheres to the practice of eluding the enticement to second-guess the market and to spend too much time to seek the most attractive new investment product or class. We regard the market as being right even when all things point to the contrary.
To be honest, even the most astute investors, such as Westward Holdings, cannot positively foresee the movements and caprices of the stock market. Our track record has proven that long-term investment is the most effective way to weather the shifts that characterize short-term investments.
Your personalized, diversified portfolio of fixed-income, equities and other quality investment products allows you to take advantage of the market's historical inclination to overcome inflation and aid you maintain your liquidity over a long period.
Our philosophy also covers the following:
- Regular rebalancing of the whole portfolio to assure no digression from the risk evaluation.
- Handling the portfolio with regard to its tax situation.
- Fine-tuning the financial strategy to mirror varying conditions or objectives.
We ascertain clients that every portfolio is designed with allocation and diversification of assets securely in mind. To attain this, we resolve the contents of the portfolio with the client and their risk tolerance level. Equities play a major feature whereas long-term treasuries and investment-class corporate bonds may also be augmented where it is allowed.