Company Summary
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments.
Source: Westcourt Capital
Unique Value Proposition
Because no two clients are alike, we recommend investments custom-tailored to the needs of each investor. Not until we have gathered significant information from our clients pertaining to their long-term objectives and constraints do we discuss suitable alternatives for them.
That said, in our efforts to determine the suitability of any prospective alternative investment for our clients, we generally seek and assess alternative asset classes and investment strategies with the following characteristics:
• Low Volatility
• High Risk-Adjusted Returns
• High Degree of Diversification
• Low Correlation to Public Equity
• Markets Expected Consistent Distributions
• Potential for Capital Appreciation
• Reasonable Liquidity
• Tax Efficiency
Source: Westcourt Capital
AUM ($Bil)
2.5 billion
Year Founded
2009
Key Personnel
David Kaufman, J.D., CAIA
Robert A. Janson, MFin, FCSI
Karen Luprypa, CFA
Address
175 Bloor St E, Toronto, ON M4W, Canada