Whiston Asset Management Group
Whiston Asset Management Group
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.
* 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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