Equity means ownership. In a financial context, equities represent an ownership stake in a company, usually in the form of publicly traded shares or stock.

We believe investing in publicly traded companies is one of the most effective ways of creating and maintaining wealth. Unlike most investments, companies can create value by creating new products and services, expanding into new markets, acquiring other businesses, and improving profitability. Other benefits of share ownership can include income from dividends, liquidity, diversification, and the potential for capital appreciation.

Separately Managed Accounts (SMAs) are personalized portfolios of assets. Unlike mutual funds or index funds, these individualized products allow managers to customize portfolios for each and every client.

We begin by learning about your particular needs, goals, and financial status. We execute an agreement with you and then send you an invitation to open a brokerage account. Our operations team will work with you to get the account open, transfer securities, and set up funding. Click the link below to schedule a free consultation.

Only you can deposit or withdraw money from your brokerage account. A Limited Power of Attorney only authorizes us to invest on your behalf.

57 West Capital Advisors, Inc. does require you to have a brokerage account. However, we can work with your existing broker or easily open an account with another broker of your choice.

An index fund is an investment vehicle, essentially a bundle of companies, intended to replicate the performance of a given index. Investors who purchase these investments have no control over the individual holdings within the fund.

A Robo-advisor is an automated investment service that invests a client's funds according to algorithms. Often, these services employ a standardized investment model, regardless of an individual's goals, interests, or ethical considerations.

No, we do not earn commissions for selling you products.