Once we understand your needs,
The Whitwell & Co. investment process is built on three foundational beliefs:
Results Matter.
You are paying an Investment Management fee to put your money to work in the pursuit of positive absolute returns.
Preservation of Capital in Down Markets Matters.
Once invested, we employ Sell Strategies, not philosophy, to preserve capital.
Expenses Matter.
We take into consideration the two biggest drags on your bottom line: manager fees and taxes.
Before we can build a portfolio designed to help you meet your goals, we need to get to know you. Let’s have a more in-depth conversation around your investment needs and identify what level of risk and types of investments best suit your objectives.