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West Street Financials, LLC

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Client Profile
Our vision is to build wealth for all people, regardless of their net worth. As a result, our clients wealth spectrum's range from blue collar workers to high net worth individuals and institutions.

Preserving & Enhancing Capital
Our first investment objective is to focus on capital preservation and client wealth maximization.

Alignment of Interest

All West Street Financial's team members invest a significant part of their liquid worth in the funds managed by the company.

Experience and Expertise
We at West Street Financial possess extensive investment and financial industry experience in various traditional and alternative asset classes. The expertise of our professionals is applied to all aspects of investment management, including research, risk management, operations, investor services and business development.

Investor Experience
Risk management is a vital component of our investment process. We manage risk by monitoring the complexities and risks of our portfolios, synthesizing tactical views with investment policy to make or recommend re-balancing decisions, ensuring adherence to investment guidelines and reviewing performance relative to expectations.

Transparency

We take great pride in providing, what we believe to be, a high level of transparency in our underlying investments. Our philosophy is to relay to our investors, in a clear and concise format, the information we gather from our underlying hedge fund managers. Investors are welcome to communicate directly with the Portfolio Manager along with office visits and calls to discuss the portfolio.



-West Street Financials only accepts investors by invitation.

West Street Financials, LLC
(919) 415-1618
Raleigh, NC 27606
info@weststreetfiancials.com
 
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