Wherever your clients are on their life’s journey, you’ll have investment options tailored to their needs. Our open architecture affords you access to an extremely wide spectrum of professional money managers and funds.

Our goals are to demystify the complexity of investments for both you and your clients and to help you navigate the opportunities that your clients present.

  • WestStar’s financial planning and asset allocation tools and tech make every step of your investment strategy dynamic and transparent.
  • You get the flexibility to create portfolios tailored to the unique needs of your clients and to build them on a broad range of competitive platforms.