West Capital Management

About The Fund

West Capital Management, which operates under Bryn Mawr Trust and is an integral part of WSFS Bank, provides tailored wealth management services to individuals, families, businesses, endowments, and foundations. With a history anchored in trust, the firm leverages its legacy and strength to offer comprehensive financial services that aim to secure clients' financial futures. The firm's wealth management services combine financial and wealth planning, investment management, trust and estate services, private banking, family office services, and corporate retirement plans. They adopt a customized approach, ensuring that the solutions align with the individual goals and strategies of their clients. Whether it's aiding a family in navigating the complexities of wealth, helping businesses with succession planning, or optimizing assets for philanthropy, Bryn Mawr Trust provides guidance that is both local and personalized. They also offer insights into protecting digital assets, as well as strategic economic and market outlooks to keep clients informed and prepared for future financial landscapes. With a collective asset pool under management and administration, including Bryn Mawr Capital Management and other subsidiaries, the firm is well-positioned to forge lasting relationships and deliver services tailored to each client’s specific journey. Their expertise is grounded in years of history managing substantial assets, along with a team of experienced professionals dedicated to providing depth of knowledge and strategic direction. They stress the importance of evolving solutions that meet clients wherever they are in their wealth journey.