Capital West Partners

EST. AUM
$299,981,160

CONTACTS
2

CLIENT ACCOUNTS
177

Firm Details

Metro area Tucson
CRD Number 130762
Website capitalwestpartners.com
Client types

Overview

Capital West Partners (CWP) was established with one goal in mind: to create an investment experience that is sound, simple to understand, and transparent. The firm strives to meet individual goals and objectives by investing capital at what it feels are attractive valuations, while never losing focus on the risks associated with the overall marketplace. CWP recognizes that every client’s situation is unique. It listens to specific needs, long-term goals, and preferences. From these conversations, the firm works to develop customized investment strategies and solutions. CWP believes that performance and service are closely related. Capital West Partners will always strive to build a relationship with its clients based on mutual respect, integrity, honest dialog, and exchange of value. The firm will do outstanding work and ensure that every client receives unparalleled service. It attempts to build enduring relationships by understanding and anticipating client’s needs while meticulously paying attention to any and all details. Educating its clients is a priority.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital West Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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