Exceptional Returns With Hybrid Investing
Whittier Trust’s internal investment team selectively partners with outside managers to yield higher returns. We call it our hybrid architecture. Our clients call it the best of both worlds. Internal + External Investing The investments we make on behalf of our clients fall into two categories: those our internal investment team manages directly and those we allocate […]
Market Insights – Fourth Quarter 2025
Dichotomies and Bifurcations After consecutive years of strong returns, global stock markets were expected to take a breather and slow down in 2025. Those expectations seemed to be on track during the first two quarters. After a solid start to the year, prospects of a global trade war raised the specter of a recession and […]
Identifying the Key Traits of Market Disruptors
Typically, in portfolio asset allocation, the concept of diversification is deemed beneficial to avoid stock-specific risk. There have been many academic studies supporting this concept. Although diversification makes sense from a “risk-return” perspective, to have robust performance and beat benchmarks consistently, investors should find stocks that they are willing to hold in a sufficient portfolio weight that […]
Whittier Trust Expands Presence in Southern California with New San Diego Office
Whit Batchelor, from Whittier Trust’s Newport Beach Office, is set to lead the expansion, strengthening client and community bonds within the region. Whittier Trust is excited to announce the opening of its newest office in San Diego, reinforcing its deep commitment to serving clients in the region with a local, personalized approach. With a legacy […]
DAFs vs. Private Foundations
Is there a “best” way to give? “When I speak with a client about charitable giving, the most common question is whether they should create a private foundation or use a donor-advised fund,” says Ashley Fontanetta, Senior Vice President, Client Advisor at Whittier Trust. “Unfortunately, there’s no quick and easy answer except this: It depends on your […]
More than Wealth Management: The Whittier Difference
A fresh perspective from a recent addition to the team: Sharon Perlin joined Whittier Trust Company in January 2023. With nearly 20 years of experience providing legal counsel, she frequently remarks on the distinctive qualities that set Whittier apart from other companies in the wealth management field. “Although there are countless ways in which Whittier stands out,” Sharon […]
Real Estate Wealth Management
The right investment and estate strategy can help create a legacy of real estate holdings that will benefit your family for generations. In 1891 just before the turn of the century, a young man from Maine named Max Whittier rode a train cross-country to California to seek his fortune. Nearly a decade later, after several failed attempts […]
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. […]
Don’t Let ‘Em Buy the Ferrari
Exploring trustee discretionary distributions: Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a beneficiary. This article explores some of the factors that are important to consider when giving your successor trustee this power. There are many reasons people place money in trust for their […]
Guarding Ultrawealthy Clients and Their Networks From Identity Theft
Many ultrahigh net worth clients spend a good portion of their lifetime building their wealth. Losing that wealth due to identity theft is a nightmare scenario — one that is becoming increasingly common in today’s world, as AI automation and efficiencies allow bad actors to increase the scale and impact of their attacks. Although a recent study […]