A complete list of active advisors currently associated with Whitney & Company

Warmer can help you find a great advisor at Whitney & Company or one who fits your needs even better.

Whitney & Company provides individualized portfolio management to individuals (including high net worth clients), pension plans, and foundations, generally requiring a $500,000 account minimum that may be waived in certain cases. The firm reports approximately $1.49 billion in discretionary assets under management and delivers ongoing monitoring, rebalancing, and tailored investment strategies. The firm’s investment approach emphasizes quality and liquidity, favoring long-term equity investments selected primarily through qualitative fundamental analysis and supplemented by technical, cyclical, and quantitative tools and Modern Portfolio Theory; allocations between stocks, bonds, and cash are adjusted as market conditions and client circumstances warrant. Whitney employs a diagnostic management consulting process that includes evaluation of corporate management and, when appropriate, direct company contacts, and it implements both long- and short-term trading strategies based on each client’s objectives. Notably, Whitney may permit borrowing (margin) in client accounts and, consistent with its discretion to advise on a broad range of instruments, may use derivatives within separately managed accounts — practices that are less common among peer team firms. The firm also maintains an institutional custody relationship with Fidelity, has provided advisory services since 1975, and is led by a president who is a licensed CPA, which informs its operational and compliance practices.

To learn more about the advisors currently working at Whitney & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.