Our History

Our Philosophy...

“Our money is always invested alongside of our

clients and as a result, our interests are perfectly

aligned with those of our investment partners.”

- Frank E. Rutan, IV, Managing Principal

WhartonHill Investment Advisors leverages the extensive experience and knowledge of its professionals to construct a tailored wealth management strategy to meet your needs. We believe capital preservation and consistent compounded returns are the keys to potential long-term wealth generation. We do not target an irrelevant benchmark, but seek to provide consistent returns with a low probability of loss. Further, we believe superior returns are generated through concentrated long term holdings not short term trading. The WhartonHill investment team works closely together to implement our unique investment approach. We devote the majority of our time to our number one priority -- making the right investment decisions. We pride ourselves on asset management as opposed to asset gathering. Our clients always have direct access to the investment decision makers.

In the fall of 2008 the professionals of WhartonHill Investment Advisors decided that a small dedicated firm focused on family clients was the ideal place for them to focus their skills. Each of the principals had a long history in the wealth management business and had witnessed the change that many large providers of investment advice had undertaken to become homogenized distributors of investment products. There is a natural and inherent conflict in the investment advice business and it appeared to us that this structural change favored the providers instead of the clients.

Our belief is that every client has a different set of circumstances that deserve the constant attention of a skilled professional. We are a traditional investment advisory firm with the skills to satisfy the needs of a select and growing group of clients.

When the firm was established we turned to some long term friends at the Broyhill Family Office in Lenoir, NC to help us put structure around our firm. For the first two years of our existence we were known as Broyhill Asset Management Pennsylvania as we learned how to operate our own firm. The support of Broyhill was invaluable and allowed us to finally be able to emerge in our current form at the end of 2010. Although we no longer share the same name, our partnership with Broyhill continues and grows.

While our history is short in the present form, our professionals have each worked exclusively in this industry which is an invaluable asset for our clients.