Philanthropy

At Whittier Advisors, we recognize that managing the assets of family foundations and donor-advised funds requires unique customization to reflect your philanthropic vision. Our dedicated approach supports your philanthropic endeavors, helping them make a lasting impact on the initiatives that matter most to you.

Drawing on Whittier’s rich history in philanthropy dating back to 1955, we offer tailored investment strategies that align your charitable goals with effective asset management.

Custom Portfolio Solutions

Develop customized investment portfolios aligned for each foundation’s specific liquidity needs and mission-driven goals.

Risk Management

Construct portfolio with growth, preservation and income assets to balance short-term cash flow demands along with long-term growth.

Client-Centered Approach

Conduct in-depth assessments of the foundation’s objectives, risk tolerance and cash flow requirements.

Mission-Aligned Investing

Integrate socially responsible investments (if requested) that resonate with the foundation’s philanthropic mission.

Liquidity Segmentation

Design investment strategies to meet the foundation’s diverse liquidity needs, including operational, core and strategic cash balances.

Reporting & Monitoring

Monitor and adjust the portfolio as market conditions evolve, and provide comprehensive updates of portfolio allocation and performance.

Disclosures

Whittier Advisors, LLC (“Whittier Advisors” or “Firm”) is registered as an investment advisor with the U.S. Securities and Exchange Commission. Whittier Trust Company and The Whitter Trust Company of Nevada, Inc. are state-chartered trust companies. Whittier Advisors, Whittier Trust Company and The Whitter Trust Company of Nevada, Inc. are separate and distinct entities.

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Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. Past performance is no guarantee of future results, and no investment or financial planning strategy can guarantee profit or protection against losses. Investors should note that income from such securities or other investments, if any, may fluctuate and that the price or value of such securities and investments may rise or fall.

Content on this website may contain forward-looking statements based on the Firm’s current beliefs, assumptions, expectations, estimates and projections, which can be identified by words such as “anticipates”, “believes”, “estimates”, “expects”, “forecasts”, “plans”, “projects”, “seeks”, “aims” and comparable terminology. The Firm’s judgments relating to and discussion of the value and potential future value or performance of any security, group of securities, type of security or market segment involve judgments as to expected events and are inherently forward-looking statements. Any projections, forecasts and estimates referenced within this website are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. Accordingly, any projections are only estimates and actual results will differ and may vary substantially from the projections or estimates shown. Forward-looking statements are subject to change without notice. The Firm does not assume any responsibility to update, modify or amend this reported content or to otherwise provide notice in the event that any matter or opinion, projection, forecast or estimate set forth herein changes or subsequently becomes inaccurate. Any decision to invest should not rely on forward-looking statements.