Here, “contrarian”
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Here, “contrarian” is taken as a compliment

Sometimes in this industry, thinking differently about investments and money management can come with a negative connotation. Not here.

At Westside Wealth Management, we provide portfolio management with the intent to help make a difference in the lives of our clients. The fundamental approach behind our investment plan is risk management. Most advisors build an investment allocation using stocks and bonds that can be visualized as a two-legged stool. We believe that’s an unstable foundation, which is why we choose to structure our allocation with a four-legged stool approach to include equities, bonds, real assets and alternative investments. The latter two can help diversify risk and offer stability while, at the same time, help achieve long-term growth.

With each portfolio and investment we recommend, our primary objective is to achieve above-market, risk-adjusted returns over full market cycles. Our intrinsic-value-based, contrarian approach to investment management is an overriding theme within each of our models as well as our investment manager selection. We believe that this helps to potentially reduce volatility and increase risk-adjusted returns over extended periods of time.

Globally Diversified Asset Allocation

Our team has extensive experience managing client capital using a global, multi-asset-class approach, which incorporates our deep understanding of correlation analysis and how each asset class helps diversify investment-related risks.

Liquid Alternatives & Real Assets

For some, liquid alternatives include asset classes such as real estate investment trusts, real estate operating companies, master limited partnerships (MLPs), infrastructure, commodities and more. At Westside, we view those investment vehicles as “real assets” that deserve a sustained allocation within all of our models due to their attractive total returns and the protection they can provide during periods of increased inflation.

We view true liquid alternatives as something else altogether. We see them as investments with the potential to have no correlation, not just low correlation over and throughout time, but with the potential to generate a return, per unit of risk, higher than what may be available using traditional investment vehicles. As such, we view managed futures, long/short funds, absolute return funds and the like as true liquid alternatives to traditional, long-only investment vehicles. We have access to a deep pool of liquid alternative managers along with a dedicated research staff to help our team allocate capital to investment vehicles that make use of these strategies.

Equity Income Solutions

Designed to generate income while providing very strong growth potential, these portfolios primarily focus on income-producing equity investments that offer the potential for capital appreciation. With a limited weighting to higher yielding fixed-income type investments, they are structured to generate higher rates of income than traditional stock investing through low-correlated dividend-paying stocks. These portfolios may be appropriate for those investors who can accept a moderate level of volatility over a full market cycle.

Investing involves risk and investors may incur a profit or a loss regardless of strategy. Asset allocation and diversification do not ensure a profit or protect against loss. Past performance is not indicative of future results. High-yield bonds are not suitable for all investors. When appropriate, these bonds should only comprise a modest portion of your portfolio. Dividends are not guaranteed and must be authorized by the company’s board of directors.

Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.