Contact

7200 Wisconsin Avenue

Suite 1103

Bethesda, Maryland 20814

Phone: 301-656-9035

Fax: 301-656-9037

E-Mail:  scot@westbourneinvadvisors.com

Westbourne Investment Advisors, Inc. (WIA) is a registered investment advisor offering services in the States of Florida, Maryland, New York, Pennsylvania, Texas, and Virginia; the District of Columbia; and in other jurisdictions where exempted from notice filing.  Registration does not imply a certain level of skill or training.  The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by WIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

 

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of WIA, unless otherwise specified.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal consultant prior to implementation.

Investment Philosophy

Our philosophy is to preserve and enhance the purchasing power of our clients' capital over time.  Asset allocation is critical to the success of each portfolio and contributes to long term investment results.

 

We believe that common stock ownership provides the best opportunity for investors to achieve solid long term results.  We seek to achieve superior long term results by purchasing stocks of growing, financially sound companies at a discount to our assessment of their intrinsic value.  This active style of asset management is most often categorized as Value or GARP (Growth At a Reasonable Price).  

 

Appropriate, well-researched fixed income securities and Master Limited Partnership units are used to produce income while reducing volatility.

Investment Process
Equities

We seek high quality domestic and international companies with characteristics that include superior earnings growth potential, moderate and declining debt levels, global competitive advantages within growing markets, free cash flow, and above average return on equity.   We also use research data provided directly by investment firms and the results of fundamental in-house analyses based on a plethora of sources, including the internet, magazines, newspapers, journals, brokerages, federal government publications, and corporate releases. We also monitor corporate insider activities.

After Westbourne identifies superior companies, we seek to purchase and hold their securities for extended time periods -- often three to five years.  It is our belief that this buy and hold strategy usually outperforms attempts to time the market.  Besides reducing asset turnover, this strategy also typically lowers income tax liability.  Some portfolio rebalancing does occur, but turnover in client accounts (usually less than 30% annually) is low by industry standards.

Fixed Income

Westbourne purchases high quality bonds and exchange traded fixed income securities to provide balance for client portfolios and to generate current income.  Maturities for fixed income investments rarely exceed five years.  Westbourne also buys carefully selected income-oriented equities, including Master Limited Partnerships, Real Estate Investment trusts, and royalty trusts.  A number of these alternative income investments have tax advantages that enhance income returns while providing useful portfolio diversification.