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

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

Our economic outlook is central to our investment process. We believe Sector and Industry performance is highly correlated with particular phases of the business cycle. Accordingly, we overweight favored Sectors and avoid other Sectors based on our assessment of where the economy is in the business cycle.