A complete list of active advisors currently associated with Westerfield Investment Management

Warmer can help you find a great advisor at Westerfield Investment Management or one who fits your needs even better.

Westerfield Investment Management is a state-registered investment adviser that provides discretionary portfolio management primarily for individual and high‑net‑worth clients across a range of securities, including exchange‑listed and over‑the‑counter equities, foreign issues, exchange‑traded funds, bonds, and option contracts. The firm does not participate in wrap fee programs. The firm describes a bottoms‑up fundamental research process that looks at financial condition, earnings outlook, management, industry position and valuation, with technical, quantitative pattern analysis used as a limited supplement. It generally manages accounts on a discretionary basis and states it does not tailor advisory services to individual client‑imposed investment restrictions; clients receive account statements directly from custodians and the firm does not provide separate written account reports. Notable operational features include a small, owner‑operated structure with a single principal handling reviews, no custody of client funds, and an explicit policy that the firm will not vote client securities (leaving proxy decisions to clients). The brochure also discloses no performance‑based fees, no other financial industry affiliations, and availability of a code of ethics upon request.

To learn more about the advisors currently working at Westerfield Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.