WESTERLY INVESTMENTS, INC.

Overview

Westerly Investments, Inc. is a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm runs a largely equity-oriented strategy, using discretionary mandates to manage client capital. Its business model is simple: charge a percentage of assets under management and concentrate on liquid, exchange-traded instruments while supplementing portfolios with mutual funds and selected real estate exposures through third-party managers. The client profile is primarily individual and family accounts rather than institutional pensions or large foundations.

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Public Holdings

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Location & Offices