Western Financial Corp/ca
Western Financial Corporation is a multi-generational, SEC-registered investment adviser headquartered in San Diego, California. Founded in the early 1970s, the firm provides a comprehensive suite of investment products, financial planning, and fiduciary advisory services to high-net-worth individuals and institutions. With a team size of approximately 51–200 employees, Western is dedicated to offering personalized solutions, long-term planning, and guidance through various phases of wealth management.
Investment Strategy
Western Financial Corporation’s investment strategy emphasizes individualized financial planning tailored to each client's life phase: wealth accumulation, preservation, or income distribution. The firm adopts a long-term investment approach centered on proper asset allocation, diversification across multiple asset classes, and risk management. As fiduciary advisers, they focus on transparent, honest, and client-first advice, assisting clients not only with investment selection but also with financial goals, tax minimization, portfolio risk management, and multi-generational financial planning. Their philosophy is to create and adhere to a solid investment plan that can evolve with clients' changing needs and circumstances.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFSC | ENTERPRISE FINL SVCS CORP | 14.71% | $33.8M | 582,933 | $49.71 | $57.98 | +$4.3M |
A ARWR | ARROWHEAD PHARMACEUTICALS IN | 12.31% | $28.3M | 820,239 | $40.56 | $34.49 | +$15.3M |
W WFC | WELLS FARGO CO NEW | 3.53% | $8.1M | 96,784 | $46.92 | $83.82 | +$1.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.39% | $7.8M | 42,738 | $56.88 | $182.42 | +$2.6M |
N NFLX | NETFLIX INC | 3.01% | $6.9M | 5,765 | $704.43 | $1198.92 | +$828.1K |