Preserving and growing wealth by maximizing after tax, risk-adjusted returns.

At Whittier Trust, we strive to protect and grow your wealth over multiple generations through superior after-tax returns. Utilizing extensive sources of research, our portfolio managers combine thoughtful, fundamental analysis and quantitative screening tools to achieve superior returns.

We recognize it is not the percentage gain but the value you keep that is most important. This requires a long-term focus on superior after-tax returns. The impact of taxes on investment results may seem tolerable year by year, but multi-year tax savings generate significant wealth over generational time frames. We conduct internal proprietary research and utilize research from investment managers, investment banks, and independent research firms to identify the best investments across multiple asset classes. The combination of internal and external research gives Whittier Trust’s portfolio managers a unique vantage point that combines macroeconomic forecasts and individual company analysis. With this cohesive approach, we identify opportunities to create value for clients.

Our focus is primarily on individual equity and fixed income securities. Using individual securities provides several advantages including:

  • Deferring, avoiding or transferring capital gains
  • Providing the flexibility to diversify around legacy concentrations without over-concentrating in specific sectors
  • Customizing investment portfolios to meet your unique views, desires, and goals whether that is a socially responsible approach or a desire to mitigate sector specific risks

Each investment portfolio is specific to your needs, and created in close collaboration with you.