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.
CONTACT US

San Francisco:
800.204.2650
Seattle:
800.258.1388
All Products Brochure

Form ADV Part I

Form ADV Part II
2Q 2010 Performance
2Q 2010 WHV GIPS Disclosures
Philosophy
We offer brokers and financial advisors an array of carefully selected products and flexibility in investment choices for their clients…