WHITTIER TRUST CO

Whittier Trust Co is an investment management firm based out of South Pasadena, California. The company was originally in 1935 and today offers a “breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots.” Whittier Trust is an independent company that is currently the “oldest and largest multifamily office headquartered on the West Coast.” Whittier Trust Co conducts its research both internally and externally in order to create a “unique vantage point that combines macroeconomic forecasts and individual company analysis” and focuses on the alternative investment market, especially on real estate, private equities, and oil and gas. The company invests most heavily in the finance sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the information technology, health care, consumer staples, consumer discretionary, industrials, and energy sectors, among other sectors to a lesser degree, in order of decreasing allocation. Whittier Trust holds its allocations for 11.5 quarters on average and holds its top 10 allocations, which makes up over a fifth of its total asset allocations, for approximately the same amount at 11.7 quarters on average. In the most recent quarter, Whittier Trust had a turnover rate of approximately 14.9%. The company’s top holdings include SPDR S&P 500 ETF Index Depositary Receipts, iShares Russell 2000 Index Fund, Apple Inc, Johnson & Johnson Co., JPMorgan Chase & Co., Exxon Mobil Corp., SPDR S&P MidCap 400 ETF Trust, and 3M Company, in order of decreasing allocations. Whittier Trust has developed a Wealth Management Framework in order to “give structure and a methodology to help analyze, evaluate and enhance your total wealth management picture.” The company focuses on growing and maintaining wealth by maximizing after tax and risk adjusted returns, focusing on the long term horizon.