Whitman is independently owned and managed by its leadership team. We believe ownership matters.
Our independence enables us to focus on what is best for our clients over the long term, unconstrained by corporate ownership agendas. The result is a consistent investment approach, clear accountability, that builds trust and an unwavering focus on preserving and growing our clients’ capital over time.
We manage portfolios for private clients, families, trusts, charities and companies, with every client working directly with the investment professional responsible for their portfolio.