Partners In Portfolio Strategy
Three key questions to strengthen your investment strategy. At its core, investing is straightforward: Buy low, sell high. But additional factors such as taxes, along with your risk tolerance and asset mix, can significantly impact your returns. Three key questions can help ensure your investment strategy is positioned to maximize your long-term after-tax returns and […]
Whittier Trust Names Whit Batchelor the Head of New San Diego Office
Bringing Decades of Wealth Management Expertise to San Diego’s Ultra-High-Net-Worth Families Whittier Trust is pleased to announce that Whit Batchelor has been appointed as Executive Vice President, Client Advisor and San Diego Regional Manager, where he will lead the firm’s newest office in San Diego. This appointment underscores Whittier Trust’s dedication to internal leadership development and its commitment […]
Whittier Trust CIO, Sandip Bhagat, Featured on NASDAQ TradeTalks Panel
Sandip engaged in a healthy debate with top industry professionals and economists about the recent turmoil in the markets as a growth scare threatens to devolve into a recession or stagflation. Risk assets have sold off in the midst of high policy uncertainty and fiscal austerity from government job cuts. In the span of just […]
Whittier Trust Promotes Mathew N.S. Neben and Charlie R. Normandin
Whittier Trust Strengthens Client Service Excellence Within Reno and San Francisco Offices Through Advancement of Distinguished Internal Talent. Whittier Trust is pleased to announce the promotions of Mathew N.S. Neben to Senior Vice President, Portfolio Manager, and Charlie R. Normandin to Vice President, Client Advisor. These advancements reflect Whittier Trust’s continued commitment to finding and developing top-tier talent and […]
The Advantages of Individual Securities Over Mutual Funds
Individual securities offer powerful advantages for ultra-high-net-worth investors. If you’ve been investing for a while, at some point you were probably told that mutual funds were not only an easy answer, but also a wise one, promising a strong return with minimal effort and monitoring. This advice is not wrong, but it doesn’t apply to everyone. After […]
Edward Troy Joins Whittier Trust as Senior Vice President
Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm’s Legacy of Personalized Wealth Management. Whittier Trust is pleased to announce the appointment of Edward Troy, CFA, as Senior Vice President and Client Advisor in the firm’s Pasadena office. With over 13 years of experience guiding high-net-worth families and institutional investors, Edward […]
Family Philanthropy Benefits Givers in Surprising Ways — We’ve Seen It Happen
Last year’s National Nonprofit Day was a welcome reminder of the significant impact philanthropic activities can have on communities and the world. But at Whittier Trust we have also witnessed how helping families engage with philanthropy, whether by establishing a nonprofit, a family foundation or forming a philanthropic strategy, can significantly transform family dynamics and relationships, forging and strengthening bonds […]
Latest News & Insights
Thinking of Selling Your Business? Sell Smart
Smart entrepreneurs look far beyond financials. “The difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next,” Michael E. Gerber wrote in his book, The E Myth. The sentiment applies to entrepreneurs approaching […]
Managing Risk: Consistency Over Uncertainty
A calculated approach to risk management allows investment objectives to be met regardless of the conditions. Managing risk is one of the most important portfolio management objectives. Risk is simply the possibility that an outcome will differ from what is expected or hoped for. “Investment risk is like the wind on top of a mountain,” says Caleb Silsby, […]