Managed Portfolio's

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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.

    Academic studies have shown that in the long term, the performance of an investment portfolio depends mostly on asset allocation, i.e. how an  investor allocates money among major asset classes. Further, according to modern portfolio theory, an investor must seek to invest in different  asset classes so that the total portfolio risk is minimized while enhancing returns. A diversified portfolio can lower investment risk, and when  coupled with a framework for strategic, tactical asset allocation, can also lead to greater long-term portfolio performance.  

While a diversified portfolio is an essential component to long-term wealth creation, asset allocation has proven to be the primary driver of  performance. The secret behind creating a well-diversified portfolio is to include assets in the portfolio that are negatively correlated with each  other. An optimal portfolio is well diversified and has the highest expected return for a given level of risk. It can be difficult, time consuming and  costly to build a diverse portfolio using stocks, bonds, commodities, currencies and real estate. However, diversified portfolios to suit different  investment objectives, risk tolerances, and investment time horizons can easily be constructed. 

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 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.