Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Sandip Bhagat Explores Market Fundamentals and AI’s Long-Term Impact on Nasdaq TradeTalks

Whittier Trust Chief Investment Officer, Sandip Bhagat, joined Nasdaq experts in a dynamic conversation on market stability, the evolving role of AI in the U.S. economy and how patient, long-term investing can turn short-term market noise into opportunity. While the first half of the year was marked by volatility from trade, tariffs and geopolitical concerns, Sandip emphasized that many of those risks have now dissipated, leaving market fundamentals intact. With GDP growth slowing but still resilient, and earnings outpacing expectations, […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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