New West Investment Management, Inc.

Overview

New West Investment Management, Inc. is a privately owned corporation providing fee-based portfolio management primarily to individuals and families, with services extending to small businesses. The firm charges a percentage-of-assets fee and focuses on discretionary management; all reported assets are managed on a discretionary basis. Advisory activity centers on direct portfolio management rather than institutional consulting. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives