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A Higher Standard
Private Wealth Services
Wentworth, Hauser and Violich has served the investment management needs of individuals for nearly seven decades. Qualified investors benefit from a high level of expertise and personal service.
Second and third generation clients continue to retain WHV's investment management services for many reasons, including:
- Expertise Each client team includes experienced, well-qualified professionals who focus on individual client goals and objectives, often using multiple investment strategies.
- Relationships WHV places a high priority on attentive, personal service for its individual clients. Every portfolio manager is supported by a team of professionals able to respond to client questions and requests as needed.
- Tax-Efficient Investing To enhance tax efficiency, portfolio managers make specific recommendations based on client requirements and tax sensitivity. As needed, we work with a client's other trusted advisors, including their legal and tax specialists.
- Performance While no one can guarantee specific outcomes, our track record of equity and fixed income performance has provided clients with strong, risk-adjusted returns over time.
Higher standards are a way of life at Wentworth, Hauser and Violich.
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| WHV's Mid Cap strategy now has a five-year track record... |
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| All WHV strategies have now reported performance results for first quarter 2010... |
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| Each client's portfolio manager and support team is committed to a high standard of service, research and portfolio management… |
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