Whitegate Investment Counselors

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Whitegate Investment Counselors — overview

About

Whitegate Investment Counselors is a US-based wealth management firm and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services include estate planning, retirement planning, asset allocation, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities.

Whitegate Investment Counselors - known decision makers (4)

Position	Location	Asset Class
President, Principal, Chief Compliance Officer & Sole Shareholder	Concord, US	GEN
Portfolio Manager, Research Analyst	Concord, US	GEN
Senior Portfolio Manager	Concord, US	RE
Vice President	Concord, US	GEN

Showing 4 of 4 known decision makers Whitegate Investment Counselors

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