About West Branch Capital
An Investment Adviser acting as a fiduciary on your behalf
Founded in 2004, West Branch Capital is an independent, minority owned, fee-only Registered Investment Adviser. Our core investment team collectively represents over 100 years of investment management experience.
As a firm, we are committed to maintaining a culture of integrity that permeates everything we do. We pride ourselves on offering independent, objective money management services and providing complete transparency to our clients in the management of their assets. The tradition and culture of the firm is not to sell products. We understand the high degree of trust placed in us by our clients and we work tirelessly to preserve it.
West Branch Capital offers a full range of investment management services for individuals, institutions and corporate retirement plan sponsors. We manage equities, domestic fixed income (both taxable and tax-free), balanced portfolios, mutual funds, closed end funds, exchange-traded funds and similar vehicles.
West Branch Capital’s clients benefit from the collective expertise of our staff. A team approach, with client service at its core, is the hallmark of our professionalism.
Where our name comes from
Why "West Branch Capital"?
Although branches happen to be a wonderful symbol of growth, our founder and CEO, Ayaz Mahmud, pursued dual graduate degrees in his college days, and he was able to first become published in prestigious literary publications West Branch and Prairie Schooner. In 2004 when the firm was established, it seemed a natural fit to celebrate the inspirational collections that gave his literature a chance.
Over 100 Years of Collective Experience
About Our Team
As a firm, we are committed to maintaining a culture of integrity that permeates everything we do. We pride ourselves on offering independent, objective investment management services and providing complete transparency. We understand the high degree of trust placed in us by our clients and we work tirelessly to keep it.
Please feel free to research any of our Investment Adviser Representatives at https://www.adviserinfo.sec.gov/
Not Convinced Yet?
Why Our Clients Choose Us
With four office locations, clients are sure to find a location for meetings and servicing of accounts. We also offer a client portal so that you may view your quarterly reports at any time, and even maximize your financial planning.
Client contact is a priority and we are proud of our quick response time to requests, questions, and concerns.
As a fiduciary, you are assured that our team continuously works with your best interests in mind.
Clients receive quarterly reports along with our “West Branch Capital Report” newsletter, and regular check-ins via meeting or phone call.
Peace of Mind
Clients are comfortable knowing that we handle their accounts with confidentiality and best practices to ensure continued security.