Whittier Advisors provides investment management services, primarily discretionary, to high-net-worth individuals, trusts, and mutual funds. Services include developing investment policy statements and constructing tailored portfolios. Whittier also offers strategy-specific separate account management, mainly discretionary fixed income investment management, to affiliated trust companies. Whittier provides non-discretionary research and analysis to these affiliates.
Fee Structure
Whittier Advisors offers investment management services where fees typically range from 0.65% to 1.00% of the assets managed. The specific fee depends on the account size, investment complexity, how much decision-making authority Whittier has, and the service requirements of the relationship. Minimum fees may be negotiable in some situations. Fees are billed either quarterly or monthly.