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A Higher Standard
Services for Brokers Wentworth, Hauser and Violich has successfully worked with financial advisors since 1989.
WHV meets specific client needs with relevant expertise:
- Extensive, Hands-On Client Service Our highly experienced sales team, in conjunction with the portfolio managers, works with financial advisors via in-person meetings, seminars and conference calls.
- Unique Approaches and Styles WHV's structure gives us an edge in responding to financial advisor and client needs with twenty-five programs and six investment strategies: Small Cap, International Equity, Large Cap Core Equity, Mid Cap Equity, All Cap Plus International Equity, and Balanced Large Cap Core Equity.
- Wrap Expertise WHV has a long history of working with broker-sponsored programs. We currently manage more than 22,000 accounts in a variety of investment strategies and sponsor programs.
Higher standards are a way of life at Wentworth, Hauser and Violich.
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