whoweservewhatwedoourservices activeourresourcesourteamourcompanycontactus
whoweserve main image
whoweserve maincontent area
sec nav headfinancial planning rollover
investment management rollover
family office services rollover
retirement planning rollover
risk and insurance planning rollover
tax planning rollover
charitable planning rollover
estate planning rollover
sec bg
whoweserve bottmbar
Client Login    I    Legal    I    Copyright © 2017, All Rights Reserved    I    701 Harger Road Oak Brook, Illinois    I    (630) 575-2300    I   Form ADV

The Situation  I  Our Solution  I  Our Approach  I  The Impact  I  The Benefits  I  Investment Philosophy

Investment Management        Investment Philosophy

Whitnell is completely independent regarding the investment products we recommend to our clients. This benefits our clients in three important ways.

  • First, we do not sell proprietary financial products. This means we have no vested interest in recommending certain financial products over others.
  • Second, this level of independence means we are free to align our investment recommendations with our client’s interests rather than with the interests of financial institutions. This position is quite different from other organizations in the financial services industry who often sell their own proprietary products.
  • Third, we give our clients access to a wide range of investments from many of the best managers across many asset classes. This means we are free to select best-in-class investments for our clients based on their unique situation.

In these three important ways, our investment philosophy frees us to make the right investment recommendations for our clients.

< Previous Page