Westermann and Cooney is a team of investment professionals who assist families and foundations in the management of the investment process and the implementation of appropriate investment strategies.

Our disciplined process adheres to well established fiduciary standards and is backed by our firm’s philosophy of conservative management.

Our Approach:

In accordance with these fiduciary precepts, we have developed a defined four-step process to provide additional discipline and structure to the consulting services we deliver to each client.

Our Mission:

We understand the importance of clients meeting their investment stewardship obligations. As the foundation of our process, we adopted the Global Fiduciary Precepts® to ensure our team approaches every decision with discipline, transparency, and control. These standards of care were originally developed by the Center for Fiduciary Studies® , an independent nonprofit organization dedicated to the study of development of fiduciary practice for investment stewards, advisors, and managers.