Whiston Asset Management Group

445 Park Avenue, 9th fl., Manhattan, New York, New York 10022, United States

(212) 717-0557

(212) 717-0557

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  • About Us
  • Letter from President
  • Managed Portfolio's
  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
  • More
    • Home
    • About Us
    • Letter from President
    • Managed Portfolio's
    • The Advisors Custodian
    • Account Access
    • Advisory Committee
    • Principal Biography
    • Company News
    • Registered Advisor-Broker
    • Frequent Questions
    • Additional Legal Terms
    • Contact us
  • Home
  • About Us
  • Letter from President
  • Managed Portfolio's
  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
Whiston Asset Management Group Inc

Managed Portfolio's

"PROTECTING Capital and Creating WEALTH"

Whiston Asset Management recognizes that, whatever your investment profile, objectives or time line, every successful investment strategy begins with a personalized wealth plan. 

We are focused on reliable asset growth and capital preservation.   We are using various asset classes including domestic and foreign equities, bonds, gold, silver, and insurance products and real estate if appropriate. These proprietary strategies have provided us with a lower beta with less volatility and downside risk in the long term.

The primary purpose of providing access to participate in various proprietary portfolio models is to provide clients with a variety of managed risk for income and growth of principal depending on their time horizon and risk tolerance.

"investing in the right place at the right time"

    * Conservative Income
    * Dividend & Income
    * Growth & Income
    * Maximum Equity
    * Sectors & Trends
    * Tax Free Income
    * Tax Deferred Growth


Retirement Income Planning is based upon the accumulated assets and pensions and are individualized through our planning process. 


College Planning Life Insurance and annuity cash values are not counted for Financial Aid such as Grants and Scholarships.


Completing the Estate Planning process requires legal documents that need to be prepared by a licensed attorney.


New Accounts:

 Important New Account Information To help the government fight  the funding of terrorism and money-laundering activities, federal law  requires Whiston Asset Management Group to verify your identity by obtaining  your name, date of birth, address, and a government-issued  identification number before opening your account. In certain  circumstances, Whiston Asset Management Group requires this information for  any person(s) authorized to effect transactions in an account. However, Whiston Asset Management reserves the right to request  identifying documentation in certain circumstances. Your account may be  restricted and/or closed if Whiston Asset Management Group cannot verify this  information. Whiston Asset Management Group will not be responsible for any  losses or damages (including but not limited to lost opportunities)  resulting from any failure to provide this information or from any restriction  placed upon, or close of, your account. 


Note:  All portfolio's are considered  proprietary and are the intellectual property of Whiston Asset Management Group.  Participation in models requires redemption and  liquidation for the removal of assets.




Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonassetmanagement

com


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