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Strategic Alliances
A
highly successful and well-respected bank and trust company, with
five Florida locations and over $1.0 billion in assets, sought a sub-advisor
to run a superior portfolio for their wealth management clients. After
a year-long national search, with an exhaustive due diligence process,
Wescott was chosen over several national firms and engaged by the
institution.
Wescott Financial Advisory Group's relationship capabilities and,
of course, its very successful investment performance was recognized
as the standard for the profession.
Wescott would be pleased to partner with other financial institutions,
advisors and professionals in such mutually beneficial relationships.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
