To begin, arrange a complimentary appointment with one of our Senior Wealth Consultants; after an appropriate investment has been identified, you will be assigned a client support representative. They are bound to help you in submitting your ‘Account Opening Booklet,’ which permits you to open a Whitten Capital account. You can submit your application online and will then get necessary agreements and documents for verification and confirmation on your consultancy. Each investment is discussed, and no inquiry is deemed trivial. Our customers are advised to make the most of their senior wealth consultants and client service representatives.
Whitten Capital does not manage your capital directly. Calculating the appropriate amount to invest is dependent on a variety of factors, including your liquidity, risk tolerance, and the capacity/allocation available for a particular suggestion. We always consult our clients to begin with a little investment and progressively build up a portfolio that meets their financial objectives.
Opening an account with Whitten Capital is completely free. We charge on a project by project basis depending on client’s requirements. There are no hidden fees or charges.
Whitten Capital provides each client with a free basic online account that they may use to manage and monitor their accounts 24 hours a day, seven days a week.
Whitten Capital is a financial consultancy company; we do not manage our clients’ money. Your money will be transferred to a Transfer Agent after a settlement is made. They are accountable for your protection at all times during the transaction.
Whitten Capital has committed to maintaining a maximum of 20 advisor-client relationships in order to deliver a superior client experience.
Certainly. To begin, you may choose to peruse the other FAQ pages to determine whether your issue has already been addressed. If not, please email us. We’d be delighted to address any questions you may have regarding Whitten Capital and how we may assist you in achieving your financial objectives.
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.