Monthly Investor Update Call

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Each month, Whitwell & Co. hosts a 30-minute investor update call covering the current market overview, portfolio positioning, and direct answers to client questions.

What Happens on Each Call?

Every call follows a consistent format: we begin with a market overview covering the most important economic and market developments of the past month. Then we discuss how our portfolios are positioned in response. Finally, we open the floor for live questions from attendees.

Three Questions We Answer Every Month

Regardless of market conditions, we address the same three questions on every call.

01

What happened last month?

The economic and market developments that mattered most, and why.

02

How did this affect you?

The financial and emotional impact on you, your family, and your plan.

03

What are we doing about it?

The allocation changes that protect capital and capture opportunity, and why.

These consistent touchpoints help our clients stay informed and confident in their financial plan.

How to Join

The Monthly Investor Update Call is available to all Whitwell & Co. clients. If you are a current client, you will receive a calendar invitation each month. If you are not yet a client and would like to learn more, contact us to schedule an introductory conversation.

Who This Is For

Who this is for
  • Clients who want to stay informed and confident with regular, plain-English market context
  • Prospective clients who want to see how we communicate and how we think before engaging
  • Investors who value a consistent monthly touchpoint, not just a quarterly statement
  • People who want to understand what we are doing in portfolios, and why, as conditions change
Who this is not for
  • Investors who prefer no ongoing communication and a set-and-forget relationship
  • Traders wanting minute-by-minute market calls or hot tips
  • Anyone seeking individualized, account-specific advice on a group call

What to Know

  • The call covers general market and portfolio context; it is not individualized investment advice for your situation.
  • It is a group format, so personal, account-specific questions are best handled one-on-one with your advisory team.
  • It is one touchpoint among several; it complements, and does not replace, your ongoing planning conversations.
Related Questions

Written by: Stefan Whitwell, CFA®, CIPM

Reviewed by: Rosemary Wright, CFP®

Last updated:

Frequently asked questions

What happens on each monthly call?
Every call follows a consistent format: a market overview of the month's most important developments, a discussion of how our portfolios are positioned in response, and live questions from attendees. Each call runs about 30 minutes.
What three questions do you answer every month?
What happened last month, how it affected you and your plan, and what we are doing about it. We address these three on every call, regardless of market conditions.
Who can join the call?
The Monthly Investor Update Call is available to all Whitwell & Co. clients. Current clients receive a calendar invitation each month. If you are not yet a client, contact us to schedule an introductory conversation.
Is the call personalized advice?
No. It covers general market and portfolio context for our client base. Personal, account-specific guidance is handled one-on-one with your advisory team.
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