WestEnd Advisors
Highly Engaged Employees
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
1001 Morehead Square Dr Ste 600, Charlot...Phone Number
(888) 500-9025Website
www.westendadvisors.comRevenue
<$5 MillionIndustry
About WestEnd Advisors
WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, and Multi-Asset strategies designed for clients seeking capital appreciation and risk mitigation. The firm leverages data insights to navigate market trends and make informed investment decisions. Operating across multiple locations in North America, WestEnd Advisors serves the B2B market with its comprehensive financial services.Explore more
SIC Code 62,628NAICS Code 52,523Show moreWestEnd Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
WestEnd Advisors
<$5M
11-50
Private
-
2004
FP
Frederick PorterChief Investment Officer & Portfolio Manager
WestEnd Advisors Tech Stack
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WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, a... Read More