2019 West Financial Advisors 
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INVESTMENT APPROACH

Our investment team seeks to optimize client net-of-fee investment returns.  Portfolios are actively managed using a research-driven process designed to be well-diversified, low-cost, and tax-efficient.

INVESTMENT ALLOCATION

PORTFOLIO CONSTRUCTION

ACTIVE MANAGEMENT

PERFORMANCE BENCHMARKING

 (515) 284 1011
laura@westfinancialadvisors.com
111 East Grand Avenue, Suite 412
Des Moines, IA 50309