Investment Manager Interest Form

Our Manager Research Group is interested in reviewing information on your firm. For those products and strategies that meet a current need, we will contact you to schedule an Investment Manager meeting with a team member.

First Name(Required)

Last Name(Required)

Company(Required)

Email(Required)

Phone(Required)

Does your strategy have more than $100 million in assets?(Required)

Yes

Does your strategy have a five-year track record?(Required)

Yes

Does your firm have at least $500 million in assets under management?(Required)

Yes

Assets under management(Required)

Average tenure of Portfolio Manager [number of years](Required)

What is the specific type of strategy and primary benchmark?(Required)

If you plan to be in the Los Angeles, Seattle, San Francisco, Reno or Chicago areas with members of your investment team, please list their name and role, along with available dates and times to meet.(Required)

Please attach any relevant presentation materials

Max. file size: 14 MB.

Phone

This field is for validation purposes and should be left unchanged.

The Whittier Trust Company

The Whittier Trust Company of Nevada, Inc.

Pasadena
177 E. Colorado Boulevard Suite 800 CA 91105
626.441.5111

Newport Beach
4695 MacArthur Court
Suite 1500
Newport Beach, CA 92660
949.216.2200

San Francisco
505 Montgomery Street
Suite 1200
San Francisco, CA 94111
415.283.1850

Reno
100 W. Liberty Street
Suite 890
Reno, NV 89501
775.686.5400

Seattle
520 Pike Street
Suite 1415
Seattle, WA 98101
206.332.0836

Portland
111 S.W. Fifth Avenue
Suite 3150
Portland, OR 97204
503.444.3428

Portfolio Manager

Investment Manager Interest Form

The Whittier Trust Company

The Whittier Trust Company of Nevada, Inc.

Wealth is personal, so is Whittier Trust.

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