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.

Portfolio Management
Asset Allocation

Asset allocation is critical to the success of each client portfolio and impacts performance.  We will sacrifice potential gains to reduce portfolio risk and maintain our clients' comfort levels.

 

Average equity exposure is typically between 60 and 80 percent of portfolio assets.  Most portfolios emphasize equities, but we do manage fixed income accounts and portfolios with limited equity exposure.  Similarly, we also manage nearly 100 percent equity accounts that have only a small or no fixed income component.

Reporting

Accounts are held at 3rd party custodians (typically large discount brokerages, e.g. Charles Schwab & Company).  Clients have access to account balances and performance at any time.  Capital gain and loss schedules are available to assist in tax preparation as appropriate.

Privacy Policy

We value a comfortable, secure relationship with our clients.  We are available for confidential discussions and evaluations of investment strategy, policy, and other matters.

 

All nonpublic personal information about clients is kept confidential.  Personal information is released only to regulators or in response to specific client requests.