Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
The Art of Stock Selection
Understand you are buying a business, not trading a stock. The casual investor tends to focus on the wrong thing when investing. Most will think of the stock as the investment while forgetting the most important part. The most important thing to remember about investing in stocks is that you are not just buying a stock. Rather, with every purchase, you are investing in a business. Investing in businesses and owning companies is at the heart of how we at […]
Learn More
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.
