computer showing the login screen for online portfolio
Photo of a man using a laptop
photo of Greg Owens
photo of Tim Donnelly
Advisor Insights Icon

Advisor Insights

Our advisors are highly credentialed, subject matter experts providing important and relevant information to clients.

Portfolio Management Icon

Unbiased Investment Decisions

Active management produces consistent, superior results and is a critical component of our success.

Attorney Info Icon

Attorney Information

Earning the trust and confidence of attorneys for over 100 years.

Email Icon

Email Subscriptions

Economic, market and investment information delivered to your email.


Revisiting an Exposure to Commodities

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist Thomas Nesbitt, CFA, Vice President & Senior Portfolio Manager

We invest in commodities to improve the risk adjusted returns in our portfolios. To gain this exposure we invest in futures contracts rather than the physical commodity.


The Benefits of Investing in Real Estate Investment Trusts (REITs)

Nicholas Reynolds, Assistant Vice President & Portfolio Manager

Real estate investment trusts, or REITs, provide investors the opportunity to purchase a diversified portfolio of real estate with an investment structure that is generally liquid. REITs can be either publicly or privately held.


Can Private Equity Improve Overall Equity Performance?

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

Private equity (PE) is simply financing provided to privately-held companies in return for an ownership interest in the company.


Contact An Advisor

WTB Blog

Financial news.
Investment insight.
Economic observations.

WTB Blog