100+ Years of combined experience

Whitten Capital: Your Financial Partner

We help you achieve your financial goals with personalized advice and investment solutions

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Real life experiences help us to  understand and empathize with our clients.

Why We're Different

Private Investment Specialists

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.

Client Focused

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.

Consider the following: Quality, Growth, and Price

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.

Decisions about Relative Values

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.

Fee Structure and Focus on Outperformance

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.

Internal Research

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.

Management of Risk Is Crucial

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.

Team

Meet the talent behind our results.

No one Flies Solo

With Whitten Capital, you’re the pilot, and we help navigate. We’re by your side throughout the journey, together, we fly.