We help you achieve your financial goals with personalized advice and investment solutions
Real life experiences help us to understand and empathize with our clients.
We specialize in US private investments, with a particular emphasis on uncovering undervalued emerging companies and infrastructure projects. Our global partners provide access to other key opportunities.
We provide improved access to key decision-makers when it comes to crafting your Portfolio, a frequently ignored but crucial benefit, particularly during periods of market upheaval.
We look for high-quality opportunities that demonstrate both value and growth qualities. This distinguishes us from the majority of other wealth or portfolio managers, who feel that growth and value investing are mutually exclusive investment strategies.
Each investment choice is based on an examination of over 500 modeled investment options traded on the New York Stock Exchange, NASDAQ and our proprietary private portfolio. We are motivated to create the best investments possible in comparison to other market choices.
Our performance-based pricing structure directs our efforts on delivering tangible benefits for our clients. Historically, fixed fees have compelled asset managers to focus on asset growth rather than on outperformance.
We believe that conducting our own research, performing comprehensive analytical work, adhering to a strict investment procedure, and focusing on a careful blend of private and public opportunities.
We employ a rigorous risk management process in the study and selection of firms, as well as in portfolio construction. We do not focus on volatility risk since it is oversimplified and, in our opinion, unimportant to achieving greater long-term investment returns.
With Whitten Capital, you’re the pilot, and we help navigate. We’re by your side throughout the journey, together, we fly.
Disclaimer: The information provided on this website is for educational purposes only and is not intended to be a substitute for professional financial advice. You should always consult with a qualified financial advisor before making any investment decisions.
The past performance of any investment is not necessarily indicative of future results. Investments involve risk, including the possible loss of principal. You should carefully consider your investment objectives, risk tolerance, and time horizon before making any investment decisions.
This website may contain forward-looking statements. These forward-looking statements are based on our current expectations and beliefs and involve a number of risks and uncertainties. Actual results may differ materially from those contained in the forward-looking statements. We undertake no obligation to update any forward-looking statements to reflect events or circumstances after the date of this disclaimer.