Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP is an independent investment advisory firm founded in 2010, headquartered in Lake Forest, Illinois, with an additional office in Bend, Oregon. The firm provides investment management and comprehensive portfolio guidance tailored for individual investors, family offices, and retirement plans. The partners, William R. Andersen and Roger L. Johnson, each have over 30 years in the investment industry, offering research-driven, growth-oriented strategies with a focus on capital preservation. The firm was previously known as Ranger International Management, L.P. and serves both individual and institutional clients. Employee count is approximately 2-5, with highly experienced principals.
Investment Strategy
Western Pacific Wealth Management, LP employs a research-focused, growth-oriented and opportunistic investment approach, designing customized strategies and portfolios to meet clients’ specific objectives and long-term financial goals. With an emphasis on capital preservation, the firm leverages extensive industry experience to identify superior growth opportunities across asset classes, incorporating individual equities, ETFs, and other vehicles. Investment strategies are individually tailored for each client, ensuring alignment with their risk profile and personal circumstances. The firm’s founders bring a background in international and global markets as well as significant expertise managing portfolios for pension funds and institutional investors.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 10.40% | $10.7M | 49,365 | $171.18 | $215.79 | +$940.5K |
A AAPL | APPLE INC COM | 9.05% | $9.3M | 36,397 | $182.62 | $254.63 | -$513.9K |
V VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8.56% | $8.8M | 62,254 | $117.17 | $140.95 | +$1.1M |
N NVDA | NVIDIA CORPORATION COM | 6.97% | $7.1M | 38,259 | $58.32 | $186.58 | +$1.1M |
M MSFT | MICROSOFT CORP COM | 6.61% | $6.8M | 13,068 | $328.19 | $517.95 | +$292.0K |