Our mission
The Webster Collins Group was formed by Gordon J. Webster and Tessa Collins-Pearce, who together believe in working alongside individuals, families and their businesses to create value in their financial lives. With over 10 years of experience in the wealth management industry, we thrive in creating and building solutions for clients and only providing the products and services that's in your best interest.
With extensive industry knowledge and portfolio management experience, we provide sophisticated investment solutions that are communicated in plain language and implemented through a streamlined process. Depending on your needs, we make referrals where appropriate to ensure the right experts are there when you need them.
Responsive, diligent, resourceful, compassionate and trusting are how we'd like to describe ourselves. At the Webster Collins Group, we treat our clients as we do our own families.
Our Investment Approach
Depth, Performance, Reliability
Discretionary strategies allow us to take advantage of profitable opportunities swiftly and efficiently without your prior approval. Our strategies are defined by an Investment Policy Statement that follow strict guidelines and will be thoroughly reviewed with you. Each portfolio is individually designed with you in mind and takes into account your personalized investment preferences and income needs.
We use a two-pronged investment approach through a value strategy, or Growth at a Reasonable Price (GARP) and a relative strength model, Webster Strategic Growth. We’ll regularly rebalance the strategies according to market conditions and through a rigorous selection process determined by our dedicated portfolio managers.
What you can expect from us:
- Capital preservation
- Strategic asset allocation
- Diversification
- International exposure
Allow us to focus on managing your investments, while you focus on your professional and personal life.
