60 West Advisors lends its investment expertise to sub-advisory relationships, providing advisors of all sizes access to institutional-quality investment management services. We provide innovative, cost-effective solutions allowing advisors to focus their resources on client acquisition, relationship management and client retention while we provide the investment management. You will receive the same disciplined investment process available to our separate account clients.
Our sub-advisory services include;
- Complete ongoing discretionary management of client accounts
- Portfolio construction, trading, and rebalancing
- Notification of security selection changes and trade updates
- Access to portfolio managers and analysts