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Scott D. Wilson

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About Scott D. Wilson

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  1. Westward Holdings’ principal investment philosophy is founded on the traditional practice of acquiring and holding equity in excellent firms in order to build and preserve enduring wealth. The efficiency of this approach can best be measured from how our clients' portfolios perform. Minor problems stem from the fact that worth and growth stocks have alternated traditionally with regards to revenues with no sound determinant or fail-safe warning when one class makes way for the other. Westward Holdings adheres to the practice of eluding the enticement to second-guess the market and to spend too much time to seek the most attractive new investment product or class. Westward Holdings regard the market as being right even when all things point to the contrary. To be honest, even the most astute investors, such as Westward Holdings, cannot positively foresee the movements and caprices of the stock market. Our track record has proven that long-term investment is the most effective way to weather the shifts that characterize short-term investments. Your personalized, diversified portfolio of fixed-income, equities and other quality investment products allows you to take advantage of the market's historical inclination to overcome inflation and aid you maintain your liquidity over a long period. Our philosophy also covers the following: · Regular rebalancing of the whole portfolio to assure no digression from the risk evaluation. · Handling the portfolio with regard to its tax situation. · Fine-tuning the financial strategy to mirror varying conditions or objectives. Westward Holdings ascertain clients that every portfolio is designed with allocation and diversification of assets securely in mind. To attain this, we resolve the contents of the portfolio with the client and their risk tolerance level. Equities play a major feature whereas long-term treasuries and investment-class corporate bonds may also be augmented where it is allowed.
  2. Westward Holdings holistic strategy to developing your personal financial plan. A complete financial planning involves, first of all, assessment of every area of your specific personal financial situation and the necessary creation of a strategy to attain your projected goals. With Westward Holdings’ application of comprehensive and professional methods, you can consolidate your financial objectives with your highest goals in life and substantially increase the opportunity to attain them. Our well-rounded strategy normally considers the following financial aspects: investment evaluation, cash-flow investigation, tax position, risk measurement, retirement planning, educational-cost planning and legacy preparation. Upon the collection of all your information and once our advisors acquired a full appreciation of your status, you will obtain a better degree of control and understanding of your finances, assets and investments. This fresh confidence to develop a sound foundation will allow you to make calculated moves and well-researched investment decisions. Westward Holdings utilizes a Six-Step Method: 1. Introduction The client-adviser relationship is defined (Including our mutual expectations). 2. Discovery Relevant client information is gathered. 3. Clarity An objective evaluation of your financial condition and your goals is undertaken. 4. Ideas We collaborate on the creation and deriving of solutions and/or options. 5. Implementation We apply the solutions into the investment process. 6. Review & Update Manage and update solutions if necessary (Westward Holdings meticulously checks the fine points of your financial circumstances).
  3. Admittedly, a company can hope to attract investors through a public offering of its equity on the Stock Exchange. Going public through IPO on the Stock Exchange establishes potential growth in the future for a company through additional funding and also propels development of the business in dynamic ways. The primary consideration in any IPO is the magnitude of investment that will be achieved. A vital aspect in the failure or success of an IPO is the ability of the market to welcome a new business to the existing pool of investment options. Prospective investors need to be made aware of the newcomer’s business and their competitiveness. Moreover, it is crucial for a company to have a working relationship with potential stockholders when it offers an IPO. Westward Holdings, on its part, readily plans and undertakes a comprehensive and meticulous information promotion during this early stage of the IPO. Westward Holdings are in a position to support our clients by underwriting a tranche of shares or engaging some reliable associate companies. Westward Holdings consider it as our duty to assure that the IPO is sufficiently subscribed at the price targeted.

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