Philosophy Adding value to our investor's portfolios. Instant information is the mantra of our technological decade. It's becoming more and more important to be early - to find and act on unique information about companies and securities. At Westcore, we have spent years building a strong professional team and developing proprietary research processes and techniques designed to give us that important head start in a competitive marketplace. Every security is rigorously analyzed and tested to determine if it deserves to be purchased for your portfolio - or if it should be sold.
Different investments require different approaches.
There are different ways to manage investments, and some firms use the same investment formula for each fund. At Westcore we know that all investments are not the same. We appreciate the difference in asset classes and, to make the best investments for each portfolio, we utilize processes tailored to each specific universe of securities. From blue chips to small-company stocks to bonds, we understand the different challenges each asset class poses for security selection, and the different opportunities they provide for our investors. Better research philosophy, better investments.