A Long History of Data

At WestEnd Advisors, data drives all of our investment strategies. We analyze hundreds of sources of macroeconomic information and use what we discover to inform our decisions. We first applied this proprietary, top-down investment process to our Large-Cap Core Equity strategy in 1996.

We now employ the same investment process with our three ETF strategies: Global Equity, Global Balanced and U.S. Sector. The first two began in 2005 and the latter launched in 2013. We use low-cost, long-standing ETFs from leading U.S. providers.

Our Strategies


Global Equity ETF Strategy


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Investing in ETFs representing domestic and international markets positioned for economic strength.


Global Balanced ETF Strategy


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Holding a selection of fixed income and equity ETFs to combine opportunity with protection.


US Sector ETF Strategy


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Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.


Large-Cap Core Equity Strategy


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Selecting approximately 20 stocks which we believe are poised to benefit from economic trends.