The trend in large asset management firms over the past few years is to offer a homogenized investment approach that can be delivered to a very large population of clients. This typically means that their clients are invested in a broad array of expensive investment “products”. At WhartonHill we have a more traditional approach that attempts to identify opportunity in a broad array of liquid investment markets.

The definition of Wealth Management can vary from firm to firm. At WhartonHill Investment Advisors we consult with our clients in 3 primary areas:
•    Estate Planning
•    Tax Planning
•    Insurance