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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.
Founded in Toronto in 1998, Integrated Asset Management Corp. (IAM) is a public company (TSX:IAM) majority owned by management. IAM develops and manages alternative assets that allow investors to reduce risk and enhance returns in their traditional portfolios.
Founded in 1994 with offices in Boston and San Francisco, Spectrum Equity is a leading growth equity firm that provides capital and strategic support to innovative companies in the information economy. The firm has invested in over 140 companies and is currently investing its eighth fund with $1.25 billion in capital. Spectrum partners with exceptional entrepreneurs to build great information services, software and internet companies. Spectrum seeks to invest in companies which have defensible and sustainable business models with strong recurring revenue, significant operating leverage, and structural competitive advantages. The firm has a flexible approach to ownership and typically invests $25 – $125 million per investment, often representing the company`s first institutional investor. Spectrum plays a prominent role in helping its portfolio companies scale their business through senior management and Board recruitment, M&A, and sales & marketing optimization. Content contained in this profile and posted updates is not intended to and does not constitute legal advice or investment advice. Your use of this information in the posted update and materials linked is at your own risk. Spectrum Equity does not make any guarantee or other promise as to any results that may be obtained from using this content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Spectrum Equity disclaims any and all liability in the event any information, commentary, analysis, and/or opinions prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses. The specific companies identified in posts do not represent all of Spectrum`s investments, and no assumptions should be made that any investments identified were or will be profitable.
Telegraph Hill Partners is a San Francisco, CA-based company in the Financial Services sector.
The Edgewater Funds is a Cleveland, OH-based company in the Financial Services sector.