MISSION

We offer risk-managed portfolios that are tailored to meet long term financial goals. 

We strive to conduct our business with the highest standards of ethics, trust, and responsibility. Our goal is to operate with your best interest and to build a relationship for the long term. 
INDEPENDENCE 
 
West Coast Capital Management is a boutique style independent Registered Investment Advisory Firm. We have no Wall Street parent firm that we answer to, we have only our clients. Having complete independence allows us to offer ideas and strategies out of a universe of investment plans. 

 

RISK-CENTERED PHILOSOPHY 
 
There can't be enough said about the importance of risk management but sadly many investors don't fully understand how much risk they are actually exposed to. Clarifying this element of the investment process is a critical first step. 
OBJECTIVE PORTFOLIO DESIGN
 
We have a broad understanding and experience in building investment portfolios of all kinds. Having the ability to pick and chose from a multitude of strategies in the industry gives us many solutions for our client's needs. 
OUR VISION
Twice over the last two decades investors have experienced devastating losses of 25 to over 50% of their portfolios to bear markets. We want to provide a different opportunity, one that hasn't been readily available to most, the use of high quality money managers, each with the ability to protect capital.  

WCCM AT A GLANCE

  • Founded: 2006

  • Services: Investment and Portfolio Management

  • Portfolios: All Levels of Risk Exposure

  • Strategies: Utilizing the best in class money managers using Tactical and Dynamic investing across all markets, including alternatives.

 

West Coast Capital Management
1166 E Warner Rd #113

Gilbert AZ 85296

 

©2017 West Coast Capital Management   Privacy Policy   Contact

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

West Coast Capital Management, LLC and its representatives are in compliance with the current filing requirements as required by those states in which West Coast Capital Management, LLC maintains clients. West Coast Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as West Coast Capital Management, LLC solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by West Coast Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Strategy overviews are for descriptive purposes only and do not take into account your particular investment objectives, tolerance for risk, financial situation or needs. They are not suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the West Coast Capital Management firm brochure (ADV Part 2and WRAP brochure) which is available from your Investment Advisor Representative or by contacting West Coast Capital Management.

Investment Advisory Services are offered through West Coast Capital Management, LLC, a Registered Investment Advisor. 1166 E Warner Rd #113 Gilbert, AZ 85296 www.westcoastcapitalmanagement.com 888-540-2899.

 

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