Securities and Insurance Services

There is no offer to sell securities or insurance on this website.  

All products or services mentioned on this website are not being offered or solicited for sale and may not be available in all states.  Soliciting such services would be unlawful in the jurisdiction.  Interactive Brokers provides Whiston Asset Management Group, Inc. custody services.  All Mutual Fund, ETF, stock and bond are offered through a broker dealer and a division of Interactive Brokers.

All insurance products are offered through various independent domestic and International Life Insurance and Annuity companies working through wholesalers.  

All legal services are independently offered through several independent Law Firms.   

All Accounting services are independently offered through several CPA firms. 

1. Site Operation:
   Whiston Asset Management Group, Inc. operates this site from the United States.  Whiston Asset Management Group, Inc. does not represent that all the information on this site is appropriate or available for use in other locations, and access from other locations may be restricted.  Those who access this site do so on their own initiative and are responsible for compliance with all applicable local laws.  The laws of the State of New York, USA will govern any claims relating to the information contained on this site.
   
2. Right to Modify:
   Whiston Asset Management Group, Inc. reserves the right to modify the rules and regulations governing this site at any time.  When modifications appear on this site, users are deemed to be aware and bound by any changes to these rules and regulations.  Whiston Asset Management Group, Inc. reserves the right to make any improvements or changes to the content of this site at anytime.  Whiston Asset Management Group, Inc. reserves the right to change this web site without the obligation to notify current or prospective customers.
   
3. Communications:
   Communications sent to this web site via "contact us" are treated as non-confidential and may be used by Whiston Asset Management Group, Inc. for any purpose.

Disclaimer:
Whiston Asset Management Group, Inc. intends for this web site to be accurate and reliable.  However, errors sometimes occur.  Therefore, Whiston Asset Management Group, Inc. DISCLAIMS ANY WARRANTY OF ANY KIND, WHETHER EXPRESSED OR IMPLIED, AS TO ANY MATTER WHATSOEVER RELATING TO THE WEB SITE, INCLUDING WITHOUT LIMITATION ITS FITNESS FOR ANY PARTICULAR PURPOSE.  IN NO EVENT SHALL WHISTON ASSET MANAGEMENT GROUP, INC BE LIABLE FOR ANY DIRECT OR INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE MATERIAL ON THIS WEBSITE.

Management Fees and Performance Bonus

 Clarification for Clients: By disclosing the possibility of a performance fee, clients (and prospective clients) are better informed about the potential costs associated with the advisory relationship. This disclosure helps clients understand the terms under which the adviser could earn additional compensation. 

Whiston Asset Management Group, Inc. or its Investment Adviser Representatives do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Our Strategic Partners are not affiliated with Whiston Asset Management Group, Inc or Whiston Global Advisors, LLC.  Our Strategic Partners are not affiliated with Private Client Services.  

Private client Services does not provide tax or legal advice.