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Investment Management

Financial Clarity In A World Full Of Choices

The Impact

One of the greatest impacts of this service is that our clients finally have a reasoned and realistic investment plan that aligns their investment objectives and the structure of their portfolio. This integrated approach brings clarity to their overall investment strategy.

Another important impact of this service is access. Because Whitnell is comprised of professional investors with long-standing relationships with a wide-array of financial institutions, we have access to investment opportunities that most clients could not access on their own.

We provide each client with a professional perspective on how their asset allocation strategy is currently structured and what changes we would recommend to increase the likelihood of achieving their goals. They receive a disciplined approach focused on a balanced risk-return strategy.

Each client also receives regular feedback regarding investment performance and how it fits into their strategy. We frequently coordinate with outside advisors to ensure the details of their investment plan are fully considered and in alignment with our clients’ goals.



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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