We offer a wide range of financial services with flexible fee structures custom-designed for each client. In addition to customized portfolios, Westport Resources also offers these investment strategies:

• Global Balanced Institutional
• Global Tactical Asset Allocation
• Special Income
• Fixed Income
• Diversified Value
• Multi-Cap Equity Focused Value & Growth
• International
• Exchange Traded Funds (ETFs)

• Wealth Management
• Family Office
• Business Financial & Strategic Planning
• Risk Containment
• Executive Solutions for Corporations
• Brokerage Services - Securities are offered through Westport Resources Investment Services, Inc., an affiliated broker-dealer registered with the SEC and a member of FINRA & SIPC. Brokerage accounts are carried by Pershing An Affiliate of The Bank of New York Mellon.