Updated:
Westover Capital Advisors
Westover Capital Advisors provides individually tailored, comprehensive wealth management services and advice to high-net-worth individuals and their families.
Westover Capital Advisors
Westover Capital Advisors provides individually tailored, comprehensive wealth management services and advice to high-net-worth individuals and their families. The firm offers investment management, wealth planning, tax consultation and preparation, and family office solutions. For over 25 years it has helped clients pursue their financial goals with clarity and confidence.
General information
Firm type
Asset Manager
Year founded
1999
Location
Region
North America
Country
United States
City
Wilmington
Principals
Murray Sawyer
JD, Founder and CEO
Chip Sawyer
MBA, CFA®, Chief Investment Officer
Matt Beardwood
CFP®, Director - Wealth Management
Dennis Perdue
CPA, Director - Tax Services
Steve Crifasi
CFP®, CTFA, Associate Director - Marketing and Business Development
Caitlyn Tierney
CFP®, Associate Director of Wealth Management & Tax Services
Jennifer Reichner
Client Service Solutions Officer
Kelly Doran
Client Services and Tax Associate
Sawyer Crowley
Client Service Operations Lead
Brendan McDevitt
Client Service Associate
Sector focus
Frequently asked questions
What investment strategy does Westover Capital Advisors employ?
Westover employs a long-only, value-oriented equity strategy focused on purchasing companies trading at discounts to intrinsic value. The firm uses bottom-up fundamental analysis to build concentrated portfolios. This approach targets long-term capital appreciation rather than short-term trading gains.
How does Westover structure its client accounts?
The firm uses individually managed separate accounts rather than commingled funds. Each client retains direct ownership of the securities in their portfolio. This structure permits tax-loss harvesting and custom liquidity management tailored to each household's needs.
Does Westover invest in private companies or alternative assets?
The firm's known mandate centers on publicly traded equities. There is no public record of Westover making direct private-company investments, venture capital commitments, or real-asset acquisitions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: