For over 30 years, Western Consolidated has measured success just one way: We only win when our clients win. What makes this approach so important today is not just our dedication to it, but that these values and character of work have never been more important to our clients.
Western provides insight, expertise and execution to investors, companies and government entities. We offer deep sector expertise across a full range of products and services in investment banking, corporate finance, asset management, private equity, and private placements in the Americas, Europe and the Middle East and Asia.
Our Client-Centered Approach
Discover
√ Determine client investment objectives and risk tolerances
√ Review investment parameters and constraints
√ Consider current investment portfolio and/or established guidelines
Define
√ Provide perspective on investment approach based on client objectives
√ Incorporate custom needs as appropriate in investment policy statement (IPS)
√ Assign appropriate performance measurement/benchmark to evaluate outcomes
Implement
√ Incorporate client objectives in portfolio construction process and integrate IPS in trading systems
√ Develop targeted portfolio characteristics through a team-based approach
√ Verify strategic intent of portfolio through quantitative analysis
Collaborate
√ Actively communicate on portfolio changes and market updates through dedicated service team and portfolio specialists
√ Compliance team regularly monitors adherence to guidelines
√ Adjust strategy as needs evolve
***Loans made or arranged pursuant to a California Finance Lenders Law License***