Unlike financial advisors who work on commission, our firm is compensated simply for giving sound advice and managing your portfolio, so we have no incentive to sell you particular products other than what’s in your best interest.
We take every client relationship personally. From the first time we sit down together with you and talk about your dreams, your worries, and your circumstances, you’ll have a true, objective partner in planning your financial future—and a collaborator who cares about your life and can put your mind at ease.
Our team includes professionals with years of experience across all kinds of financial services firms, many of whom are CFPs®, CFAs®, CPAs, and MBAs who can help you with every financial consideration, from retirement planning to tax time, all tailored to your life.
Our team likes to work with clients who are ready to commit to a long-term plan, exercise discipline, and engage us in their lives as their needs change. Open communication, friendly conversation, and mutual respect are hallmarks of our client relationships.
It all depends on where you are, where we start, and the goals you have in mind. We work hard from Day 1 to assess your situation, craft a personalized plan for you, and put it into action. Once we have a signed agreement and we’re managing your assets, you’ll begin to see your personalized plan and investment strategy take shape. And, of course, we’ll be in regular contact to explain what’s happening with your portfolio throughout.
We offer clients the best of both worlds: you have a dedicated contact who will be your primary advisor, plus a team with a range of experience that your advisor can turn to for a wealth of knowledge. That’s how Whitney & Company is able to cultivate personalized client relationships with advisors who get to know your situation in fine detail while offering you our “brain trust” of professionals with collective decades of know-how and insight.
As your fiduciary, we have an ethical duty to put your interests ahead of everything. You will never be charged a commission. We charge a fee equal to a percentage of the total assets we manage on your behalf, starting at 1% and decreasing as those assets increase.
It’s critical to be in regular contact with our clients so they understand what current market conditions mean for them—and to check in to make sure you’re comfortable and all of your questions are answered. We schedule regular meetings with clients to address changes and new considerations in your plan, such as recommendations for adjusting your asset allocation. We also deliver routine communications, including a quarterly letter with updates about the market, responses to current events, and what to watch for next.