About Us

Registered Investment Advisors

"A well Diversified Portfolio is the Foundation of Success"

Whiston Asset Management is a Registered Investment Advisor.

Regulated the NYS AG, FINRA and the SEC, with over 44 years of experience specializing in Global Wealth Management.

Servicing the individual financial needs of investors worldwide.

We are a Fee Based* Money Management firm focused on Trust & Estates, Asset Protection and Asset Allocation.

As a Fiduciary we maintain the highest standards, focusing on the best interests of the client.

With the combination of an Independent Financial and Insurance services company, we are better able to service the individual, and business needs of our global customers without conflicts of interests.

Meeting all of your Financial needs...
*Fee Based Money Managers

*Asset Protection & Management

* Retirement Planning & Pension Rollovers

      *Estate, Charitable & Gift Planning
      *Individual & Group Life & Health Insurance
      * Proprietary Portfolios: Stocks, Bonds, ETF's, Funds
      *Cash Management, Financial & Business Analysis, Executive Services
      *Corporate Asset based Funding

As Global Wealth Managers we focus on knowing our customers and meeting with each one individually. As fiduciaries we are focused on giving you the client access to professional money management and investment choices needed to deliver the customized services to meet all your wealth management needs. We are a private company that takes the time to personally understand each customer's long-term investment and separate insurance needs.
We are in the business of offering long-term investment solutions and diversified retirement income products. Our proprietary strategies are not designed to react to short term noise, but rather structural market changes. We are company that can manage each clients risk tolerance by putting together customized proprietary, products and services.
As Fiduciaries a Retirement Plan sponsor can depend on us to maintain ERISA 404c Rule Compliance.
We are a company who believes it is our job to stay current with market trends and economic changes and our obligation to know our customers. At Whiston Asset Management Group, Inc. we use independent research, select the best managers, and use the latest technology. We follow a clear-cut, stream lined flexible structure for decision-making.
Our proprietary strategies seek to address the needs of investors, including generating alpha, reducing volatility, limiting tail risk, mitigating interest rate risk and generating income.
Together with our un-affiliated companies, we offer a complete line of investment, cash management and risk management products, funding and solutions.
Whiston Asset Management Group, Inc is a company that is easy to do business with. We are a company that gives you direct access to your portfolio manager.
A company that is accessible worldwide: anywhere, anytime, through a variety of channels, including telephone, wireless texting, email and Internet applications.
Let us share the confidence and convenience of working with the professionals at Whiston Asset Management Group, Inc.

*Performance Bonus' may apply

* Services provided by unaffiliated legal, accounting, insurance, lending firms

Whiston Asset Management Group is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.