Pride of the West Financial is a financial advisory firm located in Sheridan, Wyoming, founded by Alissa Sykes. The firm provides personalized financial planning, investment management, and budgeting assistance to individuals, families, and high-net-worth clients. Pride of the West Financial helps clients navigate retirement, education funding, legacy planning, and cash flow analysis. For investment management clients, the firm builds portfolios consisting of stocks, bonds, mutual funds, and exchange-traded funds that align with each client's specific risk tolerance and goals. The firm uses fundamental and technical analysis to evaluate investments and takes a long-term approach to wealth management. Financial planning services are included at no additional cost for clients who use investment advisory services.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Financial planning is included as a complimentary service if investment advisory services are used.