ABOUT US
INVESTMENT PHILOSOPHY
since 1987
At Whitener Capital Management, our primary goal is to craft an investment policy that achieves the highest possible return while adhering to each client's acceptable level of risk. We aim to outperform your applicable benchmark while maintaining your portfolio's volatility, as measured by portfolio beta, below that benchmark.
A wealth of information is readily available concerning all aspects of the investment process. However, in order to be effective such information must first be organized, sorted and summarized. It must then be used and measured for success. Opportunities must be uncovered and evaluated as to potential risk and return in order to be useful in the investment decision making process.
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PORTFOLIO LONGEVITY
focus on
Portfolio longevity is a crucial concept in financial planning, particularly for those approaching or already in retirement. It refers to the ability of an investment portfolio to sustain withdrawals over a specified period, ensuring that it does not run out of funds prematurely.
Achieving portfolio longevity requires careful planning and management to balance income needs with the preservation and growth of assets.​​
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Whitener Capital Management
Registered Investment Advisors
​Cary Office
​2000 Regency Parkway Suite 465
Cary, NC 27518​
​Mailing Address
PO Box 7743
Rocky Mount, NC 27804
