At Whittier Trust, we have a longstanding history of providing exceptional wealth and investment management services to individuals and families. Our approach is holistic, ensuring that we take the time to fully understand how all the pieces of a client's financial situation fit together.

Our unique "hybrid architecture" combines both top-tier internal management and access to best-in-class external managers, providing our clients with the best of both worlds through a proven and repeatable process.

Internally, our investment management team handles core assets, such as equities, fixed income, and real estate, allowing us to customize portfolios, align investments with client values, enhance after-tax returns with comprehensive tax planning strategies, and better manage risk.

External managers complement our internally-managed strategies, giving our clients direct access to unique opportunities and a diverse selection of investing vehicles that have been judiciously vetted by our team.

We firmly believe:

  • The client always comes first.
  • Each client is unique, and proper wealth management requires a tailored solution.
  • An after-tax focus significantly increases the power of compounding.
  • Owning high-quality assets leads to strong, risk-adjusted returns.
  • Wealth is enhanced through a long-term perspective.
  • Private investments offer opportunities not available in public markets.

Our portfolio management process is client-centric, beginning with a thorough understanding of each client's unique objectives, goals, and constraints. We then combine each client's specific objectives with the best ideas from our research team in a tax-sensitive manner intended for long-term success. After constructing the portfolio, we continuously manage the assets and provide clear, transparent, and customized reporting to the client.

Partner with us at Whittier Trust for industry leading market insights and comprehensive wealth and investment management that puts your needs first.

To learn more about our asset management and investment services, contact us by phone or email.

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