WESTWARD INVESTMENT CORP
IS A LEADING, HIGHLY DIVERSIFIED GLOBAL INVESTMENT MANAGER OF ASSETS UNDER MANAGEMENT
Areas of expertise
We provide an objective view backed by a willingness and flexibility to look beyond the easy deal. Designing a well-structured liquidity solution is always a dynamic process where the liquidity solution provider engages the client in a conversation. Rewarding, long-term relationships, trusted advice, access to essential resources, and outstanding execution – welcome to WIC.
A trusted partner in global capital markets since 2001
Westward Investment Corp. (WIC) is an SEC-registered investment adviser headquartered in New York, with operations in Lenexa, Kansas, and offices across North America, Europe, and the Asia-Pacific region. Since our founding, we have grown from a regional lending firm into a globally integrated financial institution serving over 250,000 clients. We serve corporations, institutional investors, hedge funds, healthcare organizations, educational institutions, and small businesses. Our investment professionals operate in local markets—providing proprietary insights and relationship-driven service that global platforms rarely achieve. WIC operates across six business segments: Consumer & Business Banking, Mortgage Production and Servicing, Real Estate Portfolios, Corporate Lending, Commodities, and Foreign Direct Investment Advisory.
- Principle of Loyalty Our reputation is our most valuable asset. We demand the highest ethical standards in every transaction, placing client interests above all else.
- Disciplined Risk Management Every investment decision passes through our independent risk committee. We do not pursue leverage or complexity for its own sake.
- Transparency in Reporting We publish audited annual reports and provide clients with direct access to position-level data through our secure client portal.
- Local Expertise, Global Reach Our teams are embedded in the markets they cover. Local knowledge powers our investment thesis; global infrastructure delivers execution.
CORE BUSINESS SEGMENTS
Six integrated disciplines, each staffed by dedicated specialists with deep sector experience.
Consumer & Business Banking
Deposit accounts, revolving credit lines, debit services, and digital banking tools for individuals and SMEs. FY2024 net income: $345M, up 21% yearover-year .
Commodities & Managed Futures
Index-based and actively managed strategies benchmarked against the FTSE Gold Mines Index. Focus on large-cap North American, Australian, and South African mining companies.
Small Business Loans
Secured and unsecured financing for start-ups, sole proprietorships, and LLCs. Minimal documentation, competitive rates, and no application fees for qualifying entities.
Mortgage Production & Servicing
Purchase and refinance loans with down payments from 3.5%. FY2024 net income: $205M. Competitive fixed and adjustable-rate programs for firsttime and repeat buyers.
Corporate Lending & Credit
Bilateral, club-deal, and syndicated loans for large and mid-size corporates. Acquisition finance, LBO/MBO structures, and project finance across all major industries.
Foreign Direct Investment Advisory
Cross-border FDI structuring and advisory across North America, Europe, and Asia-Pacific. Sector focus includes infrastructure, agri-technology, energy, and advanced manufacturing.