When I asked him to reschedule , he asked how he could help .
I ’ ve never been the best at remembering dates . My wife jokes that I would forget my own birthday if she didn ’ t write it down for me . In fact , it wasn ’ t until I saw her reminder next to my morning coffee that I realized I had forgotten to pay our insurance . After calling our provider , I learned that our coverage had been cancelled and could not be reinstated . When I asked my wealth advisor , Jim , if we could reschedule our meeting given the circumstances , he responded with : “ We ’ ll handle it ”. Within a few days he had secured us new policies for our vehicles , home and investment properties . I found out later that he had even put down his company card to expedite the process . Jim isn ’ t in the insurance business . He just wanted to ensure we had coverage . For us that was monumental , but for Jim , he was just taking care of the little things .
— Adrian , West Hollywood
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$ 10 MILLION MARKETABLE SECURITIES AND / OR LIQUID ASSETS REQUIRED . Investment and Wealth Management Services are provided by Whittier Trust Company and The Whittier Trust Company of Nevada , Inc . ( referred to herein individually and collectively as “ Whittier Trust ”), state-chartered trust companies wholly owned by Whittier Holdings , Inc . (“ WHI ”), a closely held holding company . This document is provided for informational purposes only and is not intended , and should not be construed , as investment , tax or legal advice . Past performance is no guarantee of future results and no investment or fi nancial planning strategy can guarantee profi t or protection against losses . All names , characters , and incidents , except for certain incidental references , are fi ctitious . Any resemblance to real persons , living or dead , is entirely coincidental .