Wealth is Personal,
And so is Whittier Trust
Wealth is Personal,
And so is Whittier Trust
Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
Market Insights – Second Quarter 2024
Watch this video of Sandip Bhagat, our Chief Investment Officer, discussing the latest market insights. Relative Value… Opportunities or Mirages? The dramatic melt-up in stock prices during the fourth quarter of 2023 continued into early 2024. Fears of an impending recession continued to recede and economic activity exceeded expectations. Job growth is now down to pre-Covid levels and remains solid. With the Fed firmly on pause after ending rate hikes in 2023, expectations of a pivot to rate cuts took […]
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Why Whittier?
From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.
