WestEnd Advisors is a private, independently-owned investment advisory firm based in Charlotte, North Carolina.

WestEnd’s flagship portfolio is our U.S. Large-Cap Core Equity Portfolio, which has a proven record of performance and risk management since its 1996 inception.

WestEnd’s economic outlook is central to its investment methodology. We believe Sector and Industry performance is highly correlated with particular stages of the business cycle. Accordingly, we overweight and underweight Sectors based on our assessment of where the economy is in the business cycle.