Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Balancing Principles and Performance When Investing

Key considerations for those investing with environmental impact in mind. If you’ve ever felt tension between your investment holdings and your personal values, you’re not alone. Fortunately, doing good doesn’t have to mean sacrificing returns.  Most high-net-worth individuals still approach investing from a strictly performance-based perspective. They’re not necessarily looking for portfolios that mirror their values-but that doesn’t mean they don’t care about expressing them. Often, those expressions come through philanthropic foundations or donor-advised funds (DAFs).  As a senior portfolio […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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