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Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
We are an independent Broker Dealer founded in 2013 and registered member of FINRA and the Securities and Exchange Commission and also part of SIPC (Securities Investor Protection Corporation). We are a business unit of the Mariva International Financial Group, with a proven track-record of more than 60 years experience in local and international capital and financial markets. We specialize in global securities trading and brokerage services for institutional clients, in addition to providing financial and investment advisory services to retail clients. Within our wide range of investment products, we offer bonds, stocks, mutual funds, options, structured notes, foreign exchange and international alternative investments.
Sf Investments is a Highland Park, IL-based company in the Financial Services sector.
Chartwell Investment Partners is a Berwyn, PA-based company in the Financial Services sector.