Institutional Clients

Institutional clients rely on us to be an objective resource as they examine various alternatives for both retirement and corporate issues.  We can assist them in managing a variety of investment portfolio strategies as well as with investment policy implementation.

We offer clients strategic and tactical asset allocation advice on an ongoing basis seeking to deliver competitive risk adjusted returns.  We also work closely with legal and accounting professionals to ensure retirement plan and corporate portfolios meet expectations and information is delivered to plan participants in a timely manner

WST is proud to serve as a sub-advisor to a number of different entities, including:

• Trust Departments
• 401-k Plans
• Insurance Companies
• Banking Institutions

Our broad platform of investment strategies and our role as money manager give us a unique perspective for client discussions.  Our analyst and trading teams can provide clients a different perspective on business trends and company specific issues, which many find valuable.