Investment Consultancy
Whether driven by the increasing complexity of global markets or a short term need for investment expertise more institutions, companies, and family offices are turning to outsourced resources like New West Capital.
We provide a select suite of services in a consultative and customized fashion to deliver objective solutions to your long-term investment policy or goals.
Our Services
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Sub-Advisory
Be it an industry specific application of our Quality approach, or a particular market theme not present in a current allocation mix, we can structure a customized portfolio that aligns with your target investment policy and goals.
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Outsourced Chief Investment Officer
Whether evaluating an investment opportunity, seeking better risk management, or looking for insights to further align your investments with your business or mission, we can serve as an extension of your investment team.
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Back Office Solutions
In support of our investment strategies, we leverage an agentic RAG approach to capitalize on the benefits provided by large language models (LLMs). Using this same technology stack, we can customize a support solution to fit your strategy or goals.
