WESCAP Group

At WESCAP Group, our ideas, experience and insight are focused on a singular objective: to deliver exceptional investment management and thoughtful financial advice to our valued clients. The benefits of our disciplined investment approach are apparent across a wide range of market conditions. Our clients maintain peace of mind knowing that we continually seek attractive risk-adjusted opportunities on their behalf. We are objective, unbiased, and pursue the highest possible standards in everything that we do. Our distinctive attributes are: Fiduciary duty to clients Positive long-term results 99%+ client retention rate1 Extensive experience & education Visionary portfolio construction Independence & integrity (1)13-year average annual client retention rate (since WESCAP Group started tracking client retention). Retention ratio excludes clients in which a change in control occurred due to death, disability or divorce and excludes relationships voluntarily discontinued by WESCAP Group.