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, insurance products and real estate. Which 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. For  certain entities, such as trusts, estates, corporations, partnerships,  or other organizations, identification documentation is not required.  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.