Whitney & Company

Whitney & Company, a registered investment adviser based in Rochester, NY, has been providing personalized investment advisory services since 1975. The firm offers discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may have their assets managed using a predefined strategy or model portfolios developed by the firm. Whitney & Company primarily advises on equity securities, ETFs, mutual funds, corporate and government securities, and money market instruments. The firm charges an annual fee based on a percentage of assets under management, with fees billed quarterly in advance. Clients must grant discretionary authority for portfolio management, allowing the firm to make investment decisions without prior approval. Whitney & Company acts as a fiduciary when advising on retirement accounts, ensuring the best interests of clients. The firm's investment philosophy focuses on quality securities priced below their potential economic value. Investment strategies include charting analysis, technical analysis, fundamental analysis, and long-term purchases. Whitney & Company does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high net worth individuals, pension plans, and foundations/charities, typically requiring a minimum account size of $500,000. Clients receive regular account reviews and performance reports, with fees deducted directly from client accounts. Whitney & Company does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients. The firm has no financial impairments that would affect meeting contractual commitments.