Invesment Management
Based on what we learn about your long-term goals through our wealth planning process, we create a balanced portfolio of stocks and bonds fine-tuned to your objectives and your risk tolerance.
Equity Investments
Our philosophy is based on a simple, proven idea: it’s possible to see greater, more consistent gains by investing in securities priced below their intrinsic value. Every potential investment is researched with fierce scrutiny, and we invest primarily in highquality, competitively advantaged companies that generate consistently high returns on equity.
Fixed Income
Designed to serve as your anchor of stability and diversification within a broad investment portfolio. This approach typically features a thoughtful combination of government bonds, corporate bonds, and other areas of the fixed income universe as opportunities arise.
Our Relationship-Building Process With You
Subscribe to Our Newsletter
Subscribe to Our Newsletter
Like a Family Friend in Finance
© 2021 Whitney & Company