The experience, discipline and insight of our advisory staff sets the firm apart.
WESCAP Group is an independent Registered Investment Advisory firm offering balanced investment management and financial planning services to a diverse client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Glendale, California, and serves clients in the entire Los Angeles and Orange County area.
The WESCAP Group Composite, which represents all discretionary managed accounts, has an +7.6% annualized return since inception in 1990.2
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WESCAP Group manages over $851 million in client assets.2
(1)13-year average annual client retention rate (since WESCAP Group started tracking client retention). Retention ratio excludes clients in which a change in control occurred due to death, disability or divorce and excludes relationships voluntarily discontinued by WESCAP Group.2
(2)As of December 31, 2016.
Past performance is not indicative of future results.