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Investment Management

Financial Clarity In A World Full Of Choices

Investment Philosophy

Whitnell is completely independent regarding the investment products we recommend to our clients. This benefits our clients in three important ways.

  • First, we do not sell proprietary financial products. This means we have no vested interest in recommending certain financial products over others.
  • Second, this level of independence means we are free to align our investment recommendations with our client’s interests rather than with the interests of financial institutions. This position is quite different from other organizations in the financial services industry who often sell their own proprietary products.
  • Third, we give our clients access to a wide range of investments from many of the best managers across many asset classes. This means we are free to select best-in-class investments for our clients based on their unique situation.

In these three important ways, our investment philosophy frees us to make the right investment recommendations for our clients. 



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GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer