Westmore Asset Management

Westmore Asset Management serves a small, primarily high‑net‑worth client base, managing about $54.5 million across seven accounts and providing ongoing investment supervisory services along with limited business strategy consulting. The firm prepares individualized investment policy statements and may refer clients to third‑party advisers as part of portfolio implementation.

The firm employs multiple methods of analysis—charting, fundamental, technical and cyclical—and uses both long‑term and short‑term strategies, including margin transactions and options writing, with the ability to manage accounts on a discretionary or non‑discretionary basis. Client accounts are reviewed at least quarterly by the firm’s sole investment professional, and clients receive regular custodial reporting.

Compared with peers, the firm’s profile is distinguished by a concentrated client roster and high assets per client, a supplemental business consulting offering alongside investment management, and activity across both domestic and international markets while maintaining a significant non‑U.S. client segment. The brochure also discloses practices that may affect execution and oversight—such as permitting client‑directed brokerage, placing clients with third‑party managers while retaining its advisory fee, and having limited custody for direct fee deduction.