Investment Solutions
Westcourt’s Investment solutions help advisors diversify client portfolios with best-in-class alternative strategies designed to manage risk and optimize returns.
Through rigorous due diligence and an extensive global search, we uncover offerings traditionally limited to high-net-worth and institutional investors, giving advisors a competitive edge in delivering exclusive opportunities to a broader client base.
Drawing on private equity, private debt, private real estate, and private infrastructure, these solutions encompass both proprietary and specialty partner strategies, resulting in a broad yet meticulously curated suite of alternative options.
Westcourt-Managed Solutions
Westcourt Performance Portfolio
Westcourt Performance Portfolio (WPP) is a scalable, single-ticket solution for HNW families to gain exposure to a diversified portfolio of world-class alternative managers.
Asset Classes
Private Equity
Targets mature companies with reliable cash flows, unlocking value via operational improvements, strategic M&A and digital initiatives in less-crowded markets.
Private Debt
Provides steady income through direct loans to established businesses, aiming for superior risk-adjusted returns versus traditional bonds.
Private Real Estate
Invests in residential properties to deliver rental income and capital appreciation—backed by tax efficiencies and the security of a tangible asset.
Private Infrastructure
Exposes portfolios to long-lived, regulated assets (e.g. utilities, transport), offering inflation-linked cash flows or targeted capital growth.
Farmland
Acquires agricultural land leased to farmers, generating stable, inflation-resistant lease income and low-volatility diversification.
Interested in strengthening your alternative investments offering?
