Whitener Capital Management is an independent, SEC Registered Investment Advisory (RIA) firm serving clients since 1987. As fiduciaries, we provide our clients comprehensive financial planning and customized investment management services.
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Our core team members each bring over 25 years of experience in the financial services industry and believe deeply in our fiduciary responsibility. Our approach to each client relationship begins and ends with a singular focus, Portfolio Longevity.
What We Do
What We Do
Whitener Capital Management, Inc. provides investment advice and money management for individuals, corporations, employee benefit plans, trustees and other fiduciaries. Our investment philosophy focuses on quality and value in seeking preservation of capital, reduced volatility and superior long-term, risk-adjusted returns.
Asset Management
Retirement Planning
Personalized Financial Plans
Employee Retirement Plans
The Details
Investment Philosophy
Our conservative philosophy and disciplined investment process provides a solid framework within which we apply the expertise and judgment gained from many years of managing financial assets.
Financial Planning
We offer comprehensive financial planning services tailored to your unique goals, ensuring a secure and prosperous financial future. Our expert team provides personalized strategies and ongoing support to help you achieve financial success with confidence.
Retirement Plans
Whitener Capital specializes in managing company retirement plans, providing expert guidance and customized solutions to help businesses and their employees achieve long-term financial security. Our dedicated team ensures your retirement plan is optimized for performance, compliance, and participant satisfaction.
