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Wescott
Wescott was founded by the law firm Duane Morris
LLP and Grant Rawdin in 1987; Duane Morris, one of the 100 largest
law firms in the U.S., with 23 offices worldwide, today remains a
shareholder.
Staffed by an interdisciplinary group of experienced
professionals, our team members bring substantive backgrounds and
deep resources to our clients’ matters.
Wescott’s success is due to taking the tack that
we are always an advocate for our clients. We do not sell or promote
any investment or insurance product, but rather advise our clients
to invest in the product or security most appropriate for their situation.
We believe our investment research team and investment
models are unsurpassed in their diligence and insightfulness. Our
recognition of the cyclical nature of the various size and style segments
of the equity and bond markets, our identification of managers with
expertise in each segment, and our opportunistic investment strategy,
have benefited our clients through the most enthusiastic and challenging
market environments. In concert with a philosophy of managing in a
risk-reducing manner, our clients' portfolios have demonstrated excellence
in returns and resilience.
Our clients are individuals, families, trusts, foundations,
pensions and other institutions. We recognize that each client’s
needs are different and require an individualized approach. Wescott’s
services are provided to individuals through our Wealth Management
Program, to institutions through our Investment Management
Program, and to banks, trust companies and other investment advisors
through our Sub-Advisory Program.
Our clients do bring a number of common themes and
challenging issues. Achieving and enjoying financial independence,
protecting and planning inheritances, sale of a business, maximizing
corporate executive opportunities, transitioning wealth to the next
generation, protecting pension plans and its trustees, working with
trusts and beneficiaries and the joy and challenges of charitable
giving are but a few of the issues we work on for our clients. Most
importantly, we provide a coordinated approach to achieving a client’s
financial objectives by integrating financial planning and investment
management.
Our Wealth Management Program provides
ongoing financial planning with comprehensive asset management. We
coordinate the hiring, by our clients, of different managers in various
asset classes to achieve efficient and high-performing portfolios
while being very cognizant of the risk taken to get there and the
client’s needs for income and liquidity.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
