Our guiding principles & Cherished values
Westward Investment Corp. has established itself as one of the most successful financial services institutions in the United States. Always committed to putting our clients’ interests first, our comprehensive suite of financial services promotes business efficiency and profitability for over 250,000 clients in the United States alone. We provide qualified investors with alternative investment strategies in a wide range of developed and emerging markets. The business is driven by experienced investment professionals and supported by rigorous risk processes and a well-established global infrastructure.
With 9 countries across North America, Europe and Asia-Pacific, Westward Investment Corp. is a dynamic company today more than ever. Our global presence allows us to be closer to our shareholders in various financial sectors. Our actions are always influenced by reliability because we help achieve success through collaboration and innovation and we are committed to sharing our global knowledge and experience to help address financial challenges. As of November 30th, on a consolidated basis, the company had 142.5 billion dollars in total assets serving companies, institutional investors, hedge funds, healthcare organizations, educational institutions and small businesses.
Across all six business segments, in the third quarter of 2022, earnings increased thanks to increased demand for loans. We provide global insights to our clients at a local level. Our investment professionals operate in local markets. This allows us to provide local customer service and proprietary insights on local markets. We are committed to providing our team of specialists with the necessary resources to provide a wide range of products and services for our clients, combining the power of our deeper market knowledge with a close understanding of a one-to-one relationship.
These customized solutions for clients are not only supported by our intelligence and our global resources, but also by the drive to understand client needs. We tell them what they need to know and work with them to help them achieve their financial or wealth protection goals. Low interest rates, inflation, and a gradually recovering economy create challenges for fixed income investors. Westward Investment Corp. provides a strategic framework for diversification that can help investors reduce risk and provide access to wider opportunities.
Creating innovative solutions tailored to the financing needs of the growing private entity
Provide operational and strategic support to management using resources and a broad network of contacts in collaboration with management
Arrive at coherent and achievable business plans
VISION
By 2004, U.S. consumers, equipped with debit cards and 48% more credit cards than the previous decade, were buying up big-screen TVs, gadgets like iPhones, and designer brands such as Gucci and Jimmy Choo. Consumer debt had risen 67% to a peak of $2.57 trillion in June 2008. Similarly, large and small businesses borrowed heavily to finance a wave of mergers and acquisitions.
By the end of 2006, homeowners were defaulting on their mortgages at an alarming rate. Foreclosures hit record highs. Creditors went bankrupt by the dozens. By the end of 2009, over 14% of homeowners with a mortgage were behind on payments or facing foreclosure. Bear Stearns and Lehman Brothers, which had bet heavily on mortgage-backed securities, were fatally wounded. The domino effect in the banking sector and other industries triggered a recession that led to massive job losses and a sharp decline in consumer spending. Stocks recovered some of their losses, but for most investors, it would appear as a lost decade: the first 10-year period in which investors saw a negative total return. During the general financial crisis between late 2007 and mid-2009 and the subsequent market shocks (in March 2008, the price of gold soared above $1,000 per ounce),
WESTWARD INVESTMENT CORP. not only significantly reduced its losses after the stock market crash and its subsequent steady decline, but it also quickly adapted to the new market conditions. For example, medium and large companies, while often boasting excellent production capabilities, are particularly vulnerable to the effects of globalization. They typically struggle to adopt a “mentality” and an integrated set of tools necessary to compete with international competition. The most important resource for these organizations, now more than ever, is the ability to “read” the markets; to quickly grasp the implications and opportunities, the potential of the global economy.
This is a scenario for companies that, on the one hand, represents a world of new business opportunities and potential commercial growth, but, on the other hand, a significant increase in “out-of-pocket” and structural costs necessary to take advantage of it. And this not only in the development of their business, but also in the need to oversee and maintain their “normal” market share. WESTWARD INVESTMENT CORP. provides companies with an integrated, coherent, and practical package of tools and skills necessary to address this scenario. In addition, we help them create synergies and shared objectives, guiding and assisting them in seizing new financial and non-financial opportunities. Through the creation of appropriate partnerships between companies, WESTWARD INVESTMENT CORP. creates a synergy of complementary financial products and services, making our company more competitive on a global scale.
Westward Investment Corp.’s core business areas
- Financial rescue services
- Business lending and credit support
- Small business financing
- Mortgages
- Overseas direct investment
- Commodities trading
In essence
We provide an objective perspective, backed by the willingness and flexibility to look beyond the easy deal. Designing a well-structured liquidity solution is always a dynamic process where the liquidity provider engages the client in a conversation. Rewards, long-term relationships, data-driven consulting, access to essential resources and exceptional execution: welcome to Westward Investment Corp..