West Family Investments, Inc.
West Family Investments, Inc. is a family office based in Evanston, Illinois, United States. The firm functions as an investment adviser exempt from SEC registration, managing investments mainly for the West family. As a private firm, it serves family trusts and related entities, primarily focusing on asset management and investment oversight. It was incorporated in Delaware and operates with a small team, typically less than 10 employees, supporting investment management and family office functions.
Investment Strategy
West Family Investments, Inc. follows a diversified investment approach, including public equities, ETFs, and strategic positions such as iShares Gold Trust, Schwab U.S. TIPS ETF, and Apple Inc. The firm manages its portfolio dynamically, mixing traditional asset classes with opportunistic allocations, and maintains primary investment authority for family trusts. Its philosophy centers on preservation and growth of family wealth through tactical asset management and long-term value investing.
Top Holdings
Equity Positions (366)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 7.45% | $28.6M | 455,804 | $35.04 | $62.36 | -$520.8K |
N NVDA | NVIDIA CORPORATION | 4.46% | $17.1M | 108,257 | $115.42 | $157.99 | +$12.9M |
M MSFT | MICROSOFT CORP | 4.29% | $16.4M | 33,050 | $377.18 | $497.41 | +$8.1M |
A AAPL | APPLE INC | 3.68% | $14.1M | 68,775 | $201.76 | $205.17 | +$3.7M |
T TLT | ISHARES TR | 3.53% | $13.5M | 122,410 | $88.65 | $88.25 | +$1.1M |