A full range of investment management services for individuals, institutions and corporate retirement plan sponsors
Our Services
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.
Read more about our Investment Management, Financial Planning, and Retirement Plan Services.
Who We Work With
Our clients are professors, artists, business owners, and multi-generational families. Whether you are just beginning to consider your financial future, or you have a solid retirement game plan, we can assist.
Investment Management
We will work with you to build a customized portfolio based on your individual investment goals, risk tolerance, and financial situation. The portfolio we build together will be focused on helping you to achieve your specific goals.
Financial Planning
Our financial planning services are tailored to address your current and future financial needs. Our comprehensive planning process takes into account the key areas of your financial life – including estate planning, insurance, college savings and retirement needs – and culminates in a personalized financial plan decades into the future. Then, we work with your attorney, accountant, insurance agent and other professionals to execute our plan. Our secure financial planning portal helps you keep track of your goals.
If you would like to begin your financial planning process, we can send you the materials needed to get started and schedule an introductory meeting.
You may also consider preparing a Financial Caretaking Plan which outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok. We can work on this report together to reflect your plans. To get started, please fill out the information on the first page of the Financial Caretaking Plan and then click the “Next” button. As always, contact our office if you have any questions.
Retirement Plan Services
We work closely with plan sponsors to design/re-design, implement, and manage corporate retirement plans with a particular emphasis on reducing overall plan cost.
We can help:
- Optimize your plan to encourage employee participation
- Identify and engage cost-effective third party service providers
- Select and monitor investment options, including a Qualified Default Investment Alternative (QDIA)
- Benchmark plan expenses against relevant peers
- Educate participants about the plan and its role in preparing for retirement.
