Westco Financial Group

CONNECT

Address:

77 Hempstead Ave
Lynbrook, NY 11563

Phone:

(516) 593-5070

Fax/Other:

(516) 593-8152

Portfolio Management and Investment Brokerage

PROFESSIONAL PORTFOLIO MANAGEMENT

Westco Advisory Services, Inc. provides comprehensive investment management services for individuals, families and businesses based upon a percent of assets fee.  Westco Advisory Services, Inc. develops a custom investment plan utilizing a client's goals and objectives, risk tolerance, financial education, time horizon and expectations.  Each portfolio is designed for the individual using different asset allocations, asset classes, maturities, time frames and efficiencies. 

Westco Advisory Services, Inc. is a SEC Registered Investment Advisor (RIA)

 

INVESTMENT BROKERAGE

As Registered Representatives of Westco Investment Corp., we search out and screen an extensive array of investment alternatives based upon a client's risk, goals, and suitability. We have access to the general securities market and can execute transactions involving mutual funds, common stock, preferred stock, corporate and government bonds, certificates of deposit (CDs), and variable annuities.

Westco Investment Corp. is a registered Broker/Dealer, member FINRA and SIPC. 

 

SOPHISTICATED MONEY MANAGEMENT

Westco Advisory Services and Westco Investment Corp., use a sophisticated money management program known as Core and Satellite Investing. Core and Satellite Investing takes into account mom’s theory of investing which is, “Don’t put all of your eggs in one basket”. We understand that using assets that are correlated means that not only do all of the assets go up together they also all go down together. Here at Westco, we wanted to develop a plan that allowed our clients to make the most out of all of their investment options. We believe it is important to have assets that are non correlated as well as different philosophies and styles of investing throughout a portfolio rather than one size fits all. One of the ways that we do this is by using internally and externally managed accounts. If you would like to learn more about this type of investing or how it may benefit you, please call us or feel free to  attend one of  our workshops.  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck