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Our mission is to preserve and enhance the wealth of our clients through a disciplined and entrepreneurial approach to investing. Founded in 2000 by Lance Helfert and Kinko’s founder Paul Orfalea, WCAM’s unique entrepreneurial investing style brings a business owner’s sense of focus, opportunity and involvement to the art of investing. The firm provides exclusive equity and alternative asset management to high net worth individuals, institutions and charitable foundations through separately managed accounts and West Coast Opportunity Fund, LLC. Minimum Investment: $1,000,000 Note: The principals of West Coast Asset Management proudly invest a significant portion of our own net worth in the same investments we choose for our clients. The WCAM TeamFrequently Asked QuestionsCareer Opportunities |
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