West Coast Asset Management

Our goal is to preserve and enhance the wealth of our customers through a disciplined and entrepreneurial approach to investing. Established 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 company supplies exclusive equity and alternative asset management to high net worth individuals, institutions and charitable foundations through separately managed accounts and West Coast Opportunity Fund.