West Branch Capital LLC
West Branch Capital LLC is an independent, minority owned, fee-only SEC Registered Investment Adviser headquartered in Amherst, Massachusetts. Founded in 2004, the firm acts as a fiduciary, providing holistic wealth management services to clients nationally and internationally, including individuals and high net worth individuals. With approximately 9-10 employees, West Branch Capital is recognized for its fiduciary approach and client-focused service, aiming to provide transparent advice and tailored investment solutions for clients' financial security and retirement.
Investment Strategy
West Branch Capital LLC provides asset management and investment advisory services on a fee-only basis, operating as a fiduciary. The firm manages discretionary and non-discretionary accounts with the majority of AUM allocated to individuals and high net worth individuals. Their approach includes diversified investments across publicly traded equities, government agency securities, investment companies, and cash, focusing on prudent portfolio construction and long-term client financial goals. The firm emphasizes individualized, holistic wealth management and operates in the best interests of its clients, rendering tailored solutions based on each client’s financial profile.
Top Holdings
Equity Positions (451)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.57% | $40.3M | 215,911 | $7.96 | $186.58 | +$6.1M |
A AAPL | APPLE INC | 10.17% | $38.8M | 152,225 | $64.48 | $254.63 | +$7.4M |
M MSFT | MICROSOFT CORP | 7.56% | $28.8M | 55,654 | $193.99 | $517.95 | +$1.3M |
G GOOGL | ALPHABET INC | 5.73% | $21.8M | 89,799 | $74.23 | $243.10 | +$6.3M |
A AMZN | AMAZON COM INC | 5.40% | $20.6M | 93,809 | $107.61 | $219.57 | +$869.7K |