Whittier Trust Company is the largest independently owned, multi-family office headquartered on the West Coast and has held a concentrated focus on the business of wealth management since 1935. Offering a multitude of financial services and expertise, Whittier Trust Company (WTC) is supported by an unwavering commitment to personal service that reflects their family roots. Working closely with their clients, WTC specializes in tailoring investment strategies that meet their clients’ unique needs, goals and values.
With more than $8 billion under management and advisement, Whittier Trust Company has a passion for safe guarding the financial legacy of their clients. Comprised of more than 100 wealth management professionals, with an average of 18 years of experience, they understand working with sophisticated, complicated plans, entities and assets. In addition, Whittier Trust Company offers one of the industry’s best client-to-advisor ratios of 20 to 1.
Backed by more than 75 years of experience serving high net worth families, Whittier Trust Company family office services can assist with any client investment management need, as well as fiduciary and philanthropic services. The company is focused on after-tax performance and holds an excellent investment track record.
One of the core practices of the Trust Company is investment management. Their approach is thoughtful, comprehensive and always includes consistency as a performance goal. WTC’s portfolio managers administer each client’s portfolio actively and separately, rather than applying a mutual fund formula. As a result, their clients benefit from a carefully balanced, diversified portfolio that reduces risk without sacrificing superior results.
The Company knows that a solid plan helps ensure that clients reach their ultimate destination. Their portfolio advisors develop an Investment Policy Statement that is unique to each client’s personal needs and circumstances. Within this plan, specific investment parameters can be set based on holdings, including concentrations, return objectives, risk tolerance, income requirements, and taxes, which includes both capital gain/loss and income.
The company believes asset allocation is the most important investment decision anyone can make. Using an Investment Policy Statement as a guide, Whittier Trust Company advisors can create a diversified portfolio by asset class, market style, capitalization and global mix. Their focus is on long-term investment goals to capitalize on market inefficiencies and trends, while maximizing after-tax performance.
Additionally, the Whittier Trust Company team of professionals invests in quality companies that have the ability to increase earnings and grow capital, but are trading at prices below their underlying business value. They apply fundamental research to stock selection and a disciplined approach to sell decisions. When appropriate, they also seek out alternative investment opportunities such as real estate, oil and gas, and venture capital opportunities.
Whatever your wealth management needs and goals may be, you can be certain that Whittier Trust Company will not only meet them, but will exceed them. Their commitment to excellent, combined with years of experience and family roots, makes WTC the investment and wealth management partner you can rely on, giving you the peace of mind you want and deserve.