WestEnd Advisors Email Format
Investment ManagementNorth Carolina, United States11-50 Employees
WestEnd Advisors is an institutional asset management firm and SEC-registered investment adviser based in Charlotte, North Carolina. Operating within Victory Capital's investment franchise, the firm ties its investment decisions to macroeconomic conditions as a primary driver of market returns. Over more than two decades it has built a proprietary qualitative process that has evolved through various market cycles. Its product lineup includes ETF-based portfolios alongside a large-cap core equity strategy, aimed at institutional clients. As an SEC-registered adviser, WestEnd provides its Form ADV Part 2 disclosure upon request. Recent reporting describes a collaboration with Vestmark to develop a tax-advantaged U.S. Sector Strategy SMA (separately managed account). The firm is headquartered in Charlotte and operates with a relatively small professional staff.