Westbourne Investment Advisors, Inc. (WIA), located in Bethesda, Maryland, is a Registered Investment Advisor that provides a personalized approach to developing and managing client investment portfolios.
Prior to managing a portfolio we review a client's investment goals and return objectives to determine a suitable asset allocation. Key factors in portfolio construction include a client's age, income requirements, income tax picture, estate planning objectives, and risk tolerance.
Our commitment is to the ongoing supervision of a limited number of client portfolios. Managing no pooled assets gives our advisors greater flexibility in account supervision. The close relationship with our clients aids us in selecting the most suitable investments to achieve each client's desired investment results.