At Westport Resources, the vision of our Private Client Group is based on three principles. First, we establish and maintain long-term relationships with our clients, rather than merely executing a series of transactions. Second, because in asset management there is too much for any one person to know, we assign a team of professionals, with specific areas of financial expertise, to serve each client. Third, we believe our performance in financial planning, wealth management and reporting services are all equally important measures of success.
More compelling than anything we can say about our portfolio management team and staff is the recognition their work has garnered in the investment industry. Westport Resources consistently ranks as one of Nelson's "World's Best Money Managers" (in the 'Tactical Asset Allocation' and 'Balanced categories')* and as one of Efron’s Best of the Best: Top Gun Performers. The firm has also been named "Best Stockbroker" in Inside FC and its principals are frequently quoted in financial publications.
