Letter from President

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Thank you for selecting Whiston Asset Management Group.  We are a focused Fiduciary and Registered Investment Advisory firm committed to providing proprietary state-of-the-art, institutional-based investment services to each of our clients.

Whiston Asset Management's Proprietary Managed Portfolios provide our investors with a program in which their assets are professionally managed by an experienced team of money managers .

With more than 40 years experience our efforts are to protect capital and create wealth.  

As successful institutional investors we have always followed a simple investment strategy:  

  I. Establish  objectives.

  II. Diversify investments to protect capital and create income.

 III. Hire the best money management .   

 IV. Monitor investment results.

This institutional method of investing has remained unchanged for years, yet the expense of following this proven philosophy has prevented many smaller investors from deriving its financial benefits.  In addition, access to top-quality money managers is usually limited to investors with multi-million dollar accounts.

Whiston Asset Managements Proprietary Managed Portfolio's are designed to give all investors the same advantages and access to professional money management and asset protection.

Whether your goals are transferring and protecting wealth, rolling over your retirement plan, setting up retirement income, or just saving for retirement, funding your child's education or purchasing a home, we hope you will decide to let us help you reach your financial objectives.

We look forward to working with you in the future,

Sincerely,

Stephanie C. Whiston
RIA Founder, CEO & CIO

FINRA, COO, IARD, SAA Administrator.

Fiduciary