While Whitwell & Co., LLC has a discretionary mandate to manage client accounts,

We intentionally work with clients to choose an Investment Strategy

based on the right balance of growth and risk to meet your goals.


The Investment Strategy is assigned either to the entire household or per account to ensure it is consistent with your goals and objectives.

WHITWELL & CO. INVESTMENT STRATEGIES:

  1. W&C | Moderate Growth Strategy
  2. W&C | Total Growth Strategy
  3. W&C | Total Growth Trading Strategy
  4. W&C | Total Growth Long-Term Holdings
  5. W&C | Cash Flow + Value Focused Rainy-Day Strategy

Moderate Growth Strategy

Our Moderate Growth Strategy is focused on generating account growth, but at a more moderate pace than our Total Growth Strategy. Moderate Growth Strategy portfolios are usually composed of ETFs but may also hold selective individual stock and preferred stock securities. Moderate Growth Strategy portfolios usually contain 10-20 securities and can have a maximum of 80% of its assets invested in Growth Building Blocks.

Total Growth Strategy

Our Total Growth Strategy is focused on account growth. Total Growth Strategy portfolios are usually composed of ETFs but may also hold selective individual stock and preferred stock securities. Total Growth Strategy portfolios usually contain 10-20 securities and are permitted to allocate 100% of its assets into Growth Building Blocks. The Total Growth Strategy seeks to generate positive absolute returns while taking no more risk than the S&P 500 (as measured by drawdowns); preferably less risk when possible.

For client accounts in excess of USD $5mm, we will consider further customization upon request.

For obvious reasons, the investment strategy chosen for your account must be aligned with your account goals. Following is a list of the four basic account goals that we use. One of these will be assigned to each of your accounts.

ACCOUNT GOALS:

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Preserve capital

(minimize loss and preserve purchasing power)

Generate modest account growth

(from income or capital gains)

Total growth focus

(pursuit of growth, accepting of the risk of loss)

Generate income and maintain liquidity

(short-term cash flow and long-term growth)

It is vital that we get mutual agreement on the core nature of your account goals. As your circumstances change, it is imperative we talk and reexamine your plan.

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