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What We Do

West Branch Capital offers a full range of investment management services for individuals, institutions and corporate retirement plan sponsors.  Our in-house strategies include domestic growth and value equities, domestic fixed income (both taxable and tax-free), balanced portfolios, asset allocation and manager/fund selection across mutual funds, closed end funds, exchange-traded funds and similar vehicles.

Individuals

For individual clients and business owners, West Branch Capital offers financial planning services tailored to address all current and future financial needs. Our comprehensive planning process takes into account the key dimensions of each client’s financial life – including estate planning, insurance, college savings and retirement needs – and culminates in a personalized financial plan based on his/her specific cash flow profile decades into the future. We then help each client work with his/her attorney, accountant, insurance agent and other professionals to execute this plan.

Institutions

For institutional clients, West Branch Capital offers customized separately managed accounts based on its domestic growth equity strategy, domestic value equity strategy and domestic fixed income strategy, as well as balanced portfolios incorporating two or more of these strategies.

Corporate Sponsors

West Branch Capital serves as an investment adviser to corporate sponsors seeking to implement or upgrade a corporate retirement plan.

9 Research Drive, Suite 1 P.O. Box 2067 Amherst, MA 01004   |   99 Derby Street, Suite 200 Hingham, MA 02043   |   29 West Road Orleans, MA 02653