You provide your clients’ financial roadmap - lean on our investment expertise.
You are an advisor or financial institution looking to leverage the investment capabilities of an established, stable partner.
Firm Principal Kyle Elliott explains how WST partners with Advisors to deliver customized investment portfolios to their clients


Through sub-advisory engagements, WST becomes part of the wealth management toolkit for advisors who are either looking to enhance efficiency, or who simply choose to focus their efforts on financial planning and client service rather than investment management or back-office operations. Our offering exists to advance the advisor’s value proposition.


In our role as sub-advisor, WST is tapped to provide a second pair of eyes on the client’s investment situation, goals, and proposed strategy, and we serve as a second set of hands in execution. Advisors have access to WST’s research, investment personnel and the wide range of investment models we use to manage the portfolios of our own High Net Worth and institutional clients. In most situations, Advisors will lean on WST’s investment expertise and leverage our execution, reporting and client service resources.


Developing and preserving a client’s trust is the highest achievement and most important objective for any Advisor – the heavy lifting. WST’s services exist to free up Advisors to add value through planning and relationship management. The Advisor delegates, and WST executes at their direction.


Outside of investment and operational support, WST looks to serve as a consultative resource and sounding board for Advisors looking to grow and refine their practices.

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