Preserving and growing assets over time, while perpetuating your philanthropic legacy.
Whittier Trust provides customized investment management services for foundations, donor-advised funds, charitable trusts and nonprofit endowments – either as an à la carte service or in conjunction with our administrative services. For charitable assets, Whittier Trust strives to achieve consistent growth even after required payouts, while preserving capital in challenging markets.
Unlike many other institutions, we are adept at managing complex assets, such as art, real estate and closely held stock. Our extensive experience managing and holding alternative assets can provide impact investing opportunities and socially responsible filters, if desired. For larger foundations, we can play the role of investment consultant, or “quarterback,” researching, hiring and monitoring your investment managers, providing you with peace of mind, visibility into fees being charged and consolidated statements to facilitate your oversight responsibilities.