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A Higher Standard
WHV Philosophy
Since 1937, the accomplishments of Wentworth, Hauser and Violich have been measured by the success of its clients. Many of the firm's current relationships span several decades. These relationships have endured based on a foundation of personal attention, integrity and performance. As our clients can attest, we are committed to maximizing total return while managing levels of risk within the constraints of their individual investment objectives.
A team of professionals, led by a portfolio manager, supports each client to provide a high level of personal attention and follow-through. Every WHV team member assigned to a specific client is familiar with that client's situation. This means there is always someone available to answer a question or execute a request.
Our investment philosophy is simple but effective: make investment decisions based on a long-term time horizon to support client goals.
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