Under the Hood Part II: Making the Case for Mutual Funds and ETFs

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West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process. We explained the types of securities we buy and how your portfolio benefits from the addition of mutual funds or ETFs, as well as discuss factors used in selecting mutual funds for our managed portfolios.

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West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

Certain information contained herein was derived from third party sources, as indicated, and has not been independently verified. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to WFS.

This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept. These materials are not intended as any form of substitute for individualized investment advice.

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