Overview
Westfuller Advisors is a prestigious independent investment advisory and wealth management firm, established in 2011. With principal offices in New York, NY and San Francisco, CA, the firm stands out in the industry for its Black-majority, woman, and LGBTQ ownership. It is recognized as a Certified B Corporation, emphasizing its commitment to fostering inclusive and regenerative economic practices. Westfuller operates primarily in the finance industry, focusing on investment advisory and wealth management services.
Services and Focus Areas
Westfuller Advisors specializes in customized investment solutions for both institutions and individuals. The firm's offerings include:
- Outsourced Chief Investment Officer (OCIO) Services: Providing comprehensive asset management for organizations.
- Sustainable and Impact-focused Investment Strategies: Aligning clients' portfolios with broader social and environmental goals.
- Fiduciary Management: Managing wealth with integrity and objectivity.
- Financial Legacy Planning for Individuals: Crafting personalized, open-architecture, multi-asset class investment portfolios that resonate with clients' values.
The firm is deeply committed to Diversity, Equity, and Inclusion (DEI), ensuring these principles are foundational in all investment strategies and client engagements.
Leadership Team
- Ian S. Fuller, ChFC: Co-founder and Chief Executive Officer, with 18 years of experience in the industry, driven by a vision for equity and inclusivity.
- Lola C. West: Co-founder, Chairwoman, and Chief Culture Officer, possessing over 20 years in wealth management. Her advocacy work amplifies equity, justice, and racial and gender rights.
- Brian Cole: Chief Administrative Officer, with 35 years in asset management, having significantly contributed to Equinox Capital Management, LLC.
Market Position and Financial Performance
Westfuller boasts a significant portfolio, managed to attain sustainable and impactful financial returns. Through its service offerings, the firm positions itself as a leader in catering to ultra-high net worth clients and institutional investors, integrating Environmental, Social, and Governance (ESG) criteria.
Key Personnel and Insights
- Brigette Lumpkins, CAIA: Director and Client Portfolio Manager, focusing on closing the racial wealth gap and enriching client relationships through strategic initiatives.
- Danielle Lumetta: Associate Director and Strategic Growth Lead, fostering strategic growth with expertise in venture capital for expanding mission-driven endeavors.
- Ellen Chiu, CFA, CAIA®: Director and Senior Portfolio Strategist, committed to empowering women and minorities through proficient portfolio management and financial education.
Westfuller Advisors places a high value on financial performance aligned with societal impact, fostering innovation, collaboration, and community involvement. Contact them at 212.219.6198 or via email at advisors@westfulleradvisors.com for further inquiries.
Competitor Analysis
Key Competitors
Westfuller Advisors operates in a highly competitive market with formidable adversaries such as:
- Fidelity Investments: Boasting approximately US $5.8 trillion in assets, offering an extensive range of financial services, with global headquarters in Boston.
- Morgan Stanley: An esteemed multinational investment bank, reported US $61.8 billion in annual revenues and a net income of US $13.4 billion in 2024. It operates worldwide from its New York City headquarters.
- Investec: Provides comprehensive asset management and investment banking services, publicly traded in London and Johannesburg, serving a global clientele.
Business Insights
Westfuller distinguishes itself with independent, impartial advisory services. Based in financial hubs like New York, the firm leverages these strategic locations to engage a diverse array of financial markets.
In competing with giants such as Fidelity, Morgan Stanley, and Investec, Westfuller’s unwavering emphases on objective, unbiased advice and societal impact stand as strategic advantages, offering value to clients seeking aligned financial and social objectives.
