Whittier Trust Co.

Whittier Trust Co.

Whittier Trust Co.

Date Founded



1600 Huntington Drive,South Pasadena, CA 91030-4709

Type of Company



Investment Services & Portfolio Management

Company Description

Whittier Trust Cos. offers a broad range of equity investment styles. Their primary equity portfolio, the Corporate America Portfolio, is designed to beat the stock market while maintaining a comparable level of risk. It provides diversification across all major US economic sectors and has approximately the same yield, volatility and valuation characteristics as the S&P 500 Index. Whittier's other equity strategies include Quality Growth, Quality Value, Enhanced Growth and International.Whittier purchases fixed-income securities to provide stable, predictable cash flows and to preserve capital. They design each client's portfolio to satisfy the need for either taxable or tax-exempt income. They focus on identifying value in individual securities, sectors of the market and maturities and to take advantage of inefficiencies along the yield curve while providing for higher cash flow and investment return.Whittier offers alternative investments in oil and gas holdings, hedge funds, real estate and venture capital. The ownership interests include working interests, royalties, and leases. Whittier analyzes investment opportunities on behalf of their clients and also oversees existing investments.Whittier's in-house hedge fund, the Whittier Long Short Fund (WLSF) seeks to provide consistent, attractive, after-tax returns over the long term by taking advantage of both positive and negative stock selection information. The WLSF investment approach uses fundamental, bottom-up research to identify stocks whose market price differs significantly from the intrinsic value of the company. Investments are primarily in small and middle-sized companies.Whittier handles a diverse portfolio of commercial real estate, mortgages, notes, real estate limited partnerships, residential real estate and venture capital investments.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Executive Director, Philanthropic Services

Chief Financial Officer, Southern California

Chief Investment Officer, Southern California

Managing Director & General Counsel

Senior Vice President & Deputy General Counsel, Southern California

Managing Director-Director of Wealth Management

Managing Director, Business Development


Board of Directors

Former Chief Executive Officer at Whittier Trust Co.

Managing Partner at Renken Enterprises, Inc.

Partner at Loeb & Loeb LLP

Director at Whittier Trust Co.

President & Chief Executive Officer at Whittier Trust Co.

Partner at Akin Gump Strauss Hauer & Feld LLP

Managing Director-Director of Wealth Management at Whittier Trust Co.

Director at Whittier Trust Co.

Managing Director & General Counsel at Whittier Trust Co.

Managing Director, Business Development at Whittier Trust Co.

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Advisors & Consultants
Legal Advisor

Partner at Nelson Mullins Riley & Scarborough LLP

Political Donations
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