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Western Select Branch Portfolios 

Western Select is a Western Wealth Management investment portfolio service! Limited time, increased complexity in an ever-changing investing landscape, and constrained resources can make it difficult for advisors to create, manage, and maintain state-of-the-art investment management programs. Thus, more advisors are turning to outsourced solutions in order to expand their firm's investment management services and create more time for client-facing activities.

The Investment Committee is comprised of these experienced members:

Mike Akins | Investment Committee Chair

Mike Gaffney | Institutional Business Development 

Heather Palumbo | Portfolio & Investment Research Director

Dane Steigerwald | Western Select Operations

Reasons to consider outsourcing your portfolio design and management responsibilities are:

  1. Outsource research, due diligence and construction functions
  2. Allocate more time towards complex client issues
  3. Ensure that portfolio strategies remain in-line with client objectives
  4. Performance reports are generated by the branch, saving an advisor $900/yr
  5. Portfolio trading and rebalancing are performed by the branch, saving an advisor $1800/yr
  6. Increased quality of life by eliminating mundane tasks
  7. Client approved quarterly fact sheets are provided
  8. Detailed Morningstar reports are available
  9. Investment committee members are available for client discussions

What portfolios are available?

Western Select offers five Core models to match the typical investment objectives. Click below to view the Fact Sheets. 

In addition, we manage four Tax-Aware models. Click below to view the Fact Sheets. 

Please send inquiries to westernselect@wwa-wwm.com for more details and steps involved to incorporate these models into your practice.