Established in 1975, W.G. Whitney & Company, Incorporated was succeeded by W. G. Shaheen & Associates, dba Whitney & Company. Whitney & Company is a unique private investment firm managing portfolios in securities primarily for individuals, trusts, pension plans and charitable foundations. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of the SEC registration is available upon request.
Our primary objective is to attain and maintain the financial well-being of our clients. This frequently consists of a professional team approach including accountants, attorneys, bankers, and brokers.
Our contribution is mainly in continuing to achieve, for clients, a superior return on investments, consistent with the preservation of capital and with the individual goals of clients. This is accomplished by investing in securities with greater potential, but with less average risk than the market indexes.