A Higher Standard

Institutional Services
Wentworth, Hauser and Violich has served the needs of institutional investors since 1948. The clients we work with include corporations, public funds, endowments, foundations, multi-employer pension funds and health-care plans. A number of our client relationships have endured for more than half a century.

We understand the complex needs of institutions
Our strategies are structured to serve institutional investors. Three factors that position WHV for successful institutional asset management are:

  • Experienced Investment Team WHV's seasoned managers have a proven track record of performance over many business cycles; their average investment experience is more than twenty years.
  • Disciplined Investment Process The firm selects high-quality securities to provide consistent returns while controlling portfolio risk.
  • Commitment to Clients Each client benefits from a personalized, highly accessible, team-based approach that draws upon the firm's expertise to create the most successful client solutions.
After managing through almost seven decades of economic cycles, we continue to offer stability, consistency, integrity and expertise.

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
Mid Cap Equity Spotlight
WHV's Mid Cap strategy now has a five-year track record...
1Q 2010 Performance
All WHV strategies have now reported performance results for first quarter 2010...
Philosophy
WHV’s highly qualified team and time-tested investment processes has resulted in institutional client relationships that span more than half a century...