Living outside the U.S. should not limit your access to U.S. markets.
For affluent individuals and families who live outside the United States and are not U.S. citizens, U.S. securities can play an important role in diversification. We help qualified international clients build exposure to U.S. stocks, ETFs, and, when appropriate, selective non-traditional investments so your wealth is not tied to a single country, currency, or opportunity set.
Do you want broader access to U.S. markets, but without doing it blindly or alone?
We partner with internationally based investors who want a trusted, long-term advisor to help them diversify into U.S. securities and, where suitable, selected non-traditional opportunities.
How a Whitwell relationship works.
Build Diversified U.S. Market Exposure
We design portfolios using U.S. stocks, ETFs, and other suitable public-market tools so you can participate in opportunities beyond your home market, with risk and account goals clearly defined from the start.
Reduce Home-Country Concentration
Many internationally based investors are more concentrated than they realize, in one local economy, one currency, one employer ecosystem, or one set of market assumptions. We help widen the lens.
Add Non-Traditional Investments When Appropriate
For qualified clients with the right scale, liquidity profile, and objectives, Whitwell's non-traditional investing capabilities can complement public-market exposure and create a broader opportunity set.
Coordinate the Moving Pieces
Cross-border wealth decisions rarely exist in a vacuum. We work alongside your tax and legal professionals so the whole plan moves together.
Three building blocks. One coherent portfolio.
Defensive Building Blocks
Defensive positioning can help preserve purchasing power, support liquidity needs, and create optionality when markets become volatile or unusually stressed.
Traditional Growth Building Blocks
Publicly traded securities remain the core engine for many client portfolios. We use U.S.-listed ETFs, selective individual securities, and disciplined portfolio construction.
Non-Traditional Growth Building Blocks
For the right households, curated non-traditional investments can complement public holdings and expand the opportunity set beyond what is readily available in public markets alone.
Built for a particular kind of investor.
Entrepreneurs and business owners outside the U.S.
Executives with concentrated local exposure
Families seeking a long-term U.S. advisor
Qualified investors curious about alternatives
A long-term U.S. advisor for internationally based investors.
Whitwell combines independent advice, customized portfolio construction, and access to U.S. markets for internationally based investors seeking long-term diversification.
- Pure fiduciary
- Customized portfolios
- Public and non-traditional investing
- Tech-savvy and relationship driven
A four-step process, built for clarity.
Step 1
Discovery
Understand where you live, what you own, how your current wealth is concentrated, and what role U.S. exposure should play in your broader plan.
Step 2
Suitability and Structure
Evaluate account structure, custody considerations, risk preferences, liquidity needs, and whether Whitwell can serve you in a way that is appropriate and compliant.
Step 3
Portfolio Design
Build your mix of defensive, traditional growth, and possible non-traditional building blocks around the goals that matter most to you.
Step 4
Ongoing Management
Review, adapt, and refine over time so the portfolio continues to reflect changing markets, changing family circumstances, and changing opportunities.
Services for international clients are subject to jurisdiction, custodian availability, account structure, suitability, and applicable regulations. Nothing on this page is intended as an offer or solicitation where not permitted.
Interested in diversifying into U.S. securities?
Let's discuss your goals, your current concentration risk, and whether a Whitwell portfolio is the right fit for you as an internationally based investor. We do not believe in pressure or hard pitches. We believe in the right relationship with the right people at the right time.
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