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WestEnd Advisors, a Victory Capital® Investment Franchise, is an institutional asset manager based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a suite of macroeconomically driven model and separately managed account investment portfolios. WestEnd Advisors (“WestEnd”) operates as an autonomous investment franchise of Victory Capital Management Inc. (“Victory Capital”), an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by Victory Capital via WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which Victory Capital is not currently authorized to do so. Investment advisory services may only be offered upon delivery of Victory Capital’s Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. Victory Capital’s Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness. The Victory Capital LinkedIn page can be viewed at https://www.linkedin.com/company/victory-capital-management

WestEnd Advisors Questions

The WestEnd Advisors annual revenue was $8 million in 2026.

Jason Leibowitz is the Managing Partner of WestEnd Advisors.

26 people are employed at WestEnd Advisors.

WestEnd Advisors is based in Charlotte, North Carolina.

The NAICS codes for WestEnd Advisors are [52591, 5259, 525, 52].

The SIC codes for WestEnd Advisors are [672, 67].

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