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  2. About Us
  3. Our Investment Approach

Our Investment Approach

The goal of every investment policy is to find a discipline that results in the highest return while staying at or below the acceptable level of risk for that client. We strive to outperform your applicable benchmark while keeping your volatility, as measured by portfolio beta, below that benchmark.

 A wealth of excellent 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.

Investment Analysis

Economic Analysis

Financial Analysis

Historical Returns

 An understanding of Alternative investment opportunities and their clear-cut risk/ return attributes

About Us

  • Welcome
  • Our Investment Approach
  • Our Staff
  • ADV Part 2
  • Privacy Policy

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 800-962-4598
Fax: 252-972-7793

Email: info@whitenercapital.com

3993 Sunset Avenue, Rocky Mount, Rocky Mount, NC 27804

Mailing Address:
PO Box 7743, Rocky Mount, 27804

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