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Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier . [ 1 ] Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.
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Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
By 1998, the firm had also formed Fiduciary Trust International of Delaware. [21] In 2001, Fiduciary Trust was acquired by San Mateo, California–based Franklin Resources, Inc. [22] [23] With the acquisition by Franklin, Fiduciary Trust continued to grow its presence on the west coast with the opening of a San Mateo office. [24]
An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...
In your research, you may identify financial advisors who label themselves as fiduciaries. Read More: 10 Genius Things Warren Buffett Says To Do With Your Money Try This: 9 Things You Must Do To ...
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