Whitney & Company operates as a registered investment advisor based in Rochester, New York, with a history of providing investment advisory services since 1975. The firm specializes in discretionary portfolio management tailored to each client's individual needs, investment objectives, and risk tolerance. Whitney & Company focuses on fundamental analysis, quality, and liquidity, primarily investing in equity securities, exchange-traded funds, mutual funds, corporate debt, and U.S. government securities. The firm constructs customized portfolios or utilizes predefined strategies and model portfolios, monitoring performance on an ongoing basis. In addition to serving individuals and high-net-worth individuals, Whitney & Company works with pension plans, profit-sharing plans, and foundations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000, and a fixed fee arrangement may be provided for these accounts.