ENDURING PRINCIPLES
IN A CHANGING WORLD
The experience, discipline and insight of our advisory staff sets the firm apart.
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diversified client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States.
Our extraordinary client retention rate is driven by long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients’ interests before our own.
The WESCAP Group Composite, which represents all discretionary managed accounts, has an annualized return of +8.6% since 1990*. Click here for a detailed track record with disclosures.
We know of no other competitor who has comparable results over a similar time period. Moreover, many of our competitors are unable or unwilling to provide a long-term written track record.
WESCAP Group manages over $700 million in client assets*.
*as of March 31, 2011.
We know of no other competitor who has comparable results over a similar time period. Moreover, many of our competitors are unable or unwilling to provide a long-term written track record.
WESCAP Group manages over $700 million in client assets*.
*as of March 31, 2011.
Past performance is not indicative of future results.