Our investment solutions

Weston Capital Insights specializes in personal investment strategies and portfolio management services.

Portfolio Management

Weston Capital Insights is focused on building diversified global portfolios, and investing in innovative, high growth companies.

Our Portfolios

Financial Planning

Let us help you plan for your future. We'll create strategies in keeping with your financial needs and goals.

Contact Us

Our View

When we started WCI, we believed there was a better way to provide investment solutions to ourselves and our friends and families, while managed in a structure that was more client-friendly and delivered better results than the traditional offerings that were available to us.


Our capital is currently managed via separately managed accounts (SMAs). All accounts are held directly in the clients name, and allow full real-time transparency, daily liquidity, customizable reporting, and control. 


We don’t believe in placing restrictions on our clients investments (lockups, gates, etc). Mutual trust and aligned goals are the foundation of our business, which we build through careful vetting and getting to know our clients over time. 


Given our investment horizon, we recommend that clients invest with a 5 to 10 year timeframe. We are investors, not short term traders, and hope our clients invest with a similar mentality.


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