Westside Investment Management

Overview

Westside Investment Management is a private investment firm headquartered in Santa Monica, California, offering comprehensive wealth management and investment advisory services. The firm provides tailored financial solutions to individuals, trusts, and estates, focusing on aligning investment strategies with clients' financial goals and risk tolerances. Their services encompass discretionary investment management, money manager search and monitoring, and financial planning and consulting. The firm's investment approach is diversified across various asset classes, including equity, fixed income, real estate, and alternative investments. They engage in investments at multiple stages, such as growth, late stage, pre-IPO, and buyouts, primarily within the United States. Westside Investment Management emphasizes a holistic wealth management system, integrating investment management, retirement planning, tax and gifting strategies, and insurance to help clients achieve financial independence. With a commitment to personalized service and client education, Westside Investment Management aims to simplify the complexities of wealth management. Their team of professionals is dedicated to assisting clients in making informed financial decisions, fostering long-term relationships built on trust and mutual respect. The firm's philosophy centers on understanding each client's unique financial situation and providing strategies that align with their values and objectives.

Investment Focus

• Minimum investable assets of $1,000,000
• Alignment with clients' financial goals and risk tolerances
• Commitment to long-term investment strategies

Portfolio Companies