Capital West Partners, LLC

Capital West Partners provides customized investment management and financial consulting to individuals (including high‑net‑worth clients), related trusts and estates, retirement accounts, corporate accounts, pension and profit‑sharing plans, and charitable institutions. Services are offered on both discretionary and non‑discretionary bases and typically begin with gathering client information and preparing an Investment Policy Statement to guide portfolio design and monitoring.

The firm emphasizes individually tailored portfolios and uses a mix of fundamental, cyclical, charting, and technical analysis to select securities, generally favoring longer‑term holdings while occasionally employing short‑term trades, options, short sales, and margin when judged appropriate. Capital West may also engage third‑party sub‑advisers for all or part of a client’s portfolio and discloses a specific sub‑advisory arrangement for a real‑estate income separate account strategy.

Distinctive for a small advisory team, the firm manages nearly $300 million in client assets while participating in an institutional custody program that provides research, trading and operational benefits; the brochure notes that obtaining third‑party research can involve “trade‑away” executions and additional processing fees for clients. The firm’s disclosure of detailed aggregation and allocation policies, limited custody practices related to fee debiting, and differentiated proxy‑voting procedures for ERISA versus non‑ERISA accounts are features highlighted in its brochure that may be less emphasized by many peers.