Building a Relationship

Our greatest asset is our client’s trust.

Our People

Investment Philosophy

Values from the West shape our value investment philosophy.

Our Investment Philosophy

Asset Management

Goal focused objectives show our clients they’re on the right track.

Our Strategies

Who We Are

We know our clients and they know us.

It’s a bond of mutual trust and appreciation – something we don’t take for granted. 

View some of our thoughts on the economy and some of the metrics we look for in our blog and Economic Outlook.

Recent Articles

  • May 17, 2017

    Stuck Between a Rock and Soft Inflation Data

    Download PDF Newsletter The April Consumer Price Index (CPI) report released Friday, May 12th demonstrated just how difficult it is for policy makers to accelerate the pace of interest rate increases. While the overall CPI was in line with expectations …

  • April 26, 2017

    New York

  • April 24, 2017

    Myles Blechner

  • April 21, 2017

    April 2017

    Our 2nd Quarter Newsletter is now available. Download Second Quarter 2017 Newsletter The S&P 500 was up 6.1% in the first quarter, led by the technology, health care and consumer discretionary sectors. Energy and Telecom were the laggards. In the b …

  • March 16, 2017

    John Wagner

  • February 7, 2017

    Eric Rubin

  • January 31, 2017

    January 2017

    Economic forecasting is a difficult business. Accuracy may be hard to achieve but at least capturing the trend is an admirable and valuable goal.

  • November 30, 2016

    Post Election – November 2016

    Regardless of individual choice for a specific candidate, it is generally thought that the equity market will be less volatile now that there is certainty in regards to the election.

  • November 4, 2016

    Tyson Schenk

  • October 3, 2016

    Camber Koerner