Investment Consulting 2021-07-01T11:29:03-07:00


Investment Consulting

  • Whittier Trust leverages independent thinking to get results.
  • We offer a full array of investment consulting services encompassing asset allocation, investment policy statement creation, manager due diligence and selection, and performance measurement, including customized benchmarks. As a privately-owned company, our advice and approach are free from conflicts of interest while our extensive investment experience gives us the expertise to understand complex investments. Investments can be made across the capital structure, and we recognize that value can be created in different parts of this structure depending on economic conditions, interest rate environments and the terms of an investment. By being neutral to how an investment is made (through debt, equity or a preferred position), we can effectively balance your needs and returns with the risks associated with different managers and their value-creating strategies.
  • Our investment consulting services include:
    • Asset allocation
    • Investment policy statement creation
    • Manager searches and selection
    • Manager due diligence
    • Performance monitoring and reporting
    • Hiring and termination of managers
    • Customized performance benchmarks
    • Financial reporting

The client perspective: Investments

Investment Brochure

We’ve developed a Wealth Management Framework to analyze, evaluate and enhance your total wealth management picture.