Portfolio Management

Hutchison Whitehead manages goal driven portfolios for high net worth individuals, small business owners, corporate qualified plans and trusts.  Built using low-cost, passive asset classes, HW seeks to capture market rates of return thereby eliminating the myriad of risks associated with attempts to “beat the market”.

Our portfolios are engineered using Modern Portfolio Theory and the Fama-French three factor model of investment returns. Both are the result of rigorous academic research and years of experience.

Financial Planning
Qualified Plans