WestEnd Advisors, LLC (“WestEnd”), an SEC-registered investment adviser, operates as an autonomous Victory Capital® Investment Franchise. WestEnd’s active principals are responsible for managing the firm and its day-to-day operations. Registration of an investment adviser does not imply any level of skill or training. WestEnd manages equity securities for individual, institutional and wrap clients. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd’s Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd’s Form ADV Part 2 is available upon request.
Composite results shown are for WestEnd’s Global Equity, Global Balanced, Global Conservative, U.S. Sector, Multi-Asset and Large-Cap Core Equity Composites. Net-of-fee results reflect the deduction of either institutional fees or an assumed 3.00% annual fee rate which is intended to equal or exceed the combined maximum advisory program fees and maximum investment management fees charged to advisory platform clients. Fees associated with lower minimum accounts provided by sponsor-firm programs may be substantially higher than institutional fees. For sponsor-firm program information, refer to the firm’s manager profile for details on gross and net-of-fee performance of those accounts. Sponsor-firm program management has not reviewed or verified the accuracy or completeness of the contents of this website and is not responsible for any statements included herein.
The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness. Web site content is subject to change without notice at the sole discretion of WestEnd Advisors, LLC.