Whitener Capital Management
Investing
Why pick this one
Whitener Capital Management is an independent SEC-registered investment advisory firm serving clients since 1987 with fiduciary wealth management and retirement planning.
Best for
- Individuals seeking comprehensive financial planning
- Retirement planning and long-term portfolio management
- Corporations and small businesses managing company retirement plans
- Employee benefit plans, trustees and other fiduciaries seeking investment management
- Investors prioritizing capital preservation and reduced volatility
Look elsewhere if
- Investors seeking short-term speculative strategies rather than a conservative, long-term investment approach
Specialties
- customized investment management
- portfolio longevity planning
- comprehensive financial planning
- company retirement plan management
- investment management for employee benefit plans, trustees and other fiduciaries
Certifications
- SEC Registered Investment Advisory firm
- fiduciary
What makes them different
- Independent SEC Registered Investment Advisory firm
- Serving clients since 1987
- Core team members each have over 27 years of financial services experience
- Investment philosophy emphasizes capital preservation, reduced volatility and long-term risk-adjusted returns
- Provides services to individuals, corporations, employee benefit plans, trustees and other fiduciaries
- Years in business
- 39
Distilled from this business's own website.
Contact & Location
- Address
- 105 Candlewood Rd, Rocky Mount, NC 27804-2153
- Phone
- +12529728909
- Website
- https://whitenercapital.com
- info@whitenercapital.com
Services
- wealth management
- retirement planning
- financial advisory services
- investment advice
- money management
- retirement plan management