Founded in 1990 in Norfolk, Virginia, the firm manages over $1 billion in assets for individuals, trust departments, retirement plans, foundations, endowments, and other institutions.  Our straightforward advice, flexible investment platform, and commitment to client service make WST a sound choice for asset management services for investors seeking customized portfolio solutions that are based on solid fundamentals.

Our mission is to implement strategies that give our clients the best investment experience possible given their unique objectives and needs.