Our Services

WhartonHill Investment Advisors is a private wealth advisory and investment management boutique offering a select group of clients a personalized investment approach. The investment team at WhartonHill believes that capital preservation and consistent superior returns are the keys to long-term wealth generation. Further, we believe superior returns are generated through concentrated long-term holdings, not short term trading. We will communicate with our clients as candidly as possible and provide complete transparency. Unlike many wealth managers our clients have direct access to the professionals responsible for decisions made in their accounts.

 

The investment professionals seek to find the proper mix of asset class weighting for each client based upon our observations of opportunity, risk and most importantly client objective. The process involves a quantitative examination of every reasonable asset class, equity, fixed, cash and alternative, and the subsets of each group. We seek to observe where fair valuation is for any asset class given current global economic conditions and then apply our qualitative judgment regarding potential future returns. We fundamentally believe in diversification among multiple asset classes and securities is a proper approach for every client but will from time to time eliminate certain sectors to avoid expected poor results.