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.