Wealth is Personal,

And so is Whittier Trust

Wealth is Personal,

And so is Whittier Trust

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Nasdaq Weekly Guest Spotlight: Sandip Bhagat

Whittier Trust Chief Investment Officer, Sandip Bhagat, was recently featured in the Nasdaq Trade Talks Weekly Guest Spotlight. His professional insights and analysis of the current state of the U.S. Market were provided in an Interview format:  Coming into this year, there was speculation of a potential recession. Why do you think the economy has been so resilient this year? Fears of an imminent U.S. recession have lingered for several months now; at times, the recession was all but a […]

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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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