Whittier Trust Company

Arroyo Investment Group, located in Pasadena, California, is a fee-only financial planning and investment management firm that serves clients nationwide. Committed to transparency and accountability, they offer GIPS-compliant investment reporting, ensuring clients are informed about their financial performance. With a focus on high-performance wealth management and a full-service fiduciary approach, Arroyo provides comprehensive financial planning for a single all-inclusive fee. Their independent status allows them to prioritize client interests without commissions from product sales, emphasizing risk control and proactive management to help clients achieve their financial goals. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Flaherty & Crumrine Inc is a Pasadena-based firm that specializes in preferred and contingent capital securities, offering a range of closed-end funds and mutual funds to both retail and institutional investors. Their securities, which have characteristics of both bonds and common stock, provide investors with fixed or floating dividends and preference over common stock in dividend payments and company asset liquidation. With a focus on traditional preferred securities, Flaherty & Crumrine Inc offers investment options that pay fixed or adjustable-rate dividends and have a liquidation preference equal to the original purchase price. These securities can be structured differently for retail and institutional investors, with retail securities listed on stock exchanges and institutional securities traded over-the-counter. While preferred securities may have a final maturity date, many are perpetual in nature, allowing issuers to extend maturity or defer principal payments without adverse consequences. Preferred shareholders typically do not have voting rights in corporate matters.Generated from the website