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.