WESPAC's broad investment knowledge, benefits expertise, and proprietary modeling tools provide a solid basis for designing optimal benefits programs. As a WESPAC investment consulting client, you will benefit from the hands-on involvement of senior advisors and the objective advice we are able to give, with no conflicts of interest. We work with the full range of plan types, and our services include:

  • Investment policy and strategy development
  • Fund analysis
  • Asset/liability modeling and analysis
  • Investment manager search, evaluation and selection
  • Performance monitoring and evaluation
  • Investment program structure development
  • Attribution analysis
  • Specialized client-oriented educational programs

A key aspect of this work is the determination of asset allocation guidelines that maximize return and minimize risk over a time period determined by plan liabilities. WESPAC Advisors, LLC ("WA"), a WESPAC company, has been providing full investment management consulting services to the retirement and high net worth investment community for over 10 years. Clients include pension and retirement plans, foundations, financial service organizations and high net worth individuals (Charles Schwab & Co., Inc. has chosen WESPAC to be a member of its exclusive network of independent investment advisors, which assists affluent investors by referring them to prescreened advisors. To qualify for membership, WESPAC met extensive criteria set by Schwab.) WA devotes considerable resources and expertise towards helping clients achieve financial success. WA develops customized solutions through continuous research into new investment products and strategies.