Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. is an SEC-registered investment adviser headquartered in Concord, New Hampshire. Founded in 1996, the firm specializes in providing portfolio management and financial planning services to individuals, high-net-worth families, and institutions. With approximately $674 million in assets under management as of June 2024, Whitegate serves about 490 client accounts and is known for its personal approach to tailored fee-based investment advice. The firm typically works with high-net-worth clients and family accounts, offering both discretionary and non-discretionary portfolio management services.
Investment Strategy
Whitegate Investment Counselors, Inc. focuses on customized portfolio management and financial planning services for individuals, high-net-worth families, and institutional clients. The firm employs a disciplined, long-term investment approach tailored to each client’s objectives, risk tolerance, and financial circumstances. Whitegate typically allocates assets across diversified portfolios, using active investment management to meet client goals, and also offers guidance on investment adviser selection and financial planning. The firm’s strategy emphasizes achieving steady, risk-adjusted returns while maintaining high standards of fiduciary responsibility.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Cl B | 11.55% | $35.1M | 69,802 | $297.45 | $502.74 | +$405.4K |
V VUG | Vanguard Growth | 8.01% | $24.3M | 50,723 | $145.07 | $479.61 | +$2.1M |
I IWF | iShares Tr Russell 1000 Growth | 7.33% | $22.3M | 47,514 | $174.82 | $468.41 | +$1.5M |
V VB | Vanguard Small Cap | 6.64% | $20.2M | 79,371 | $138.51 | $254.28 | +$1.2M |
V VIG | Vanguard Div Appreciation | 6.27% | $19.0M | 88,209 | $93.40 | $215.79 | +$664.4K |