Advisors Custodian Group

Our Team

Since 1979, the principal advisers at Whiston Asset Management have been servicing high net worth individuals throughout the world in managing, creating and protecting wealth.

In working with your Whiston Asset Management Group Investment Advisor, you will have access to a team of highly trained professionals from across all aspects of your financial future.

Whiston Advisers brings together banking, insurance, legal and accounting organizations that are extraordinary as stand-alone entities, but combined these organizations comprise an enterprise that is virtually unmatched in its breadth and depth of resources to serve you.

As an RIA we do not custody assets of clients.

Instead we engage an independent custodian to provide additional protection, insurance, legal and oversight.

Currently we are using the RIA Custodian services of IBKR.

IBKR provides a low-cost global trading and custody solution to advisors of all sizes. We are working with the Interactive Brokers insuring the safety and security of client assets. Whiston Asset Management is provided with secure portals for the creation and management of various securities portfolio's.

Interactive Brokers serves the institutional investment community with a full complement of custody and technologically advanced back office services designed to improve trading and operational efficiencies that enhance client relationships.

They've been a truly independent service provider, helping asset managers of all sizes safeguard holdings, set up modeling, efficiently manage client accounts, analyze assets, process trades and strategies, monitor investments, and streamline the transaction process. Trading stocks, options, futures, currencies, bonds and funds on over 150 markets from a single unified master account, and even trade cryptocurrencies from the same platform. IBKR does not offer investment advice, research, or its own investment products. As a result, they do not compete for investment advisor clients for business. Instead, by delivering product leadership, emphasizing high-touch service, and providing innovative tools such as our integrated managed strategies trading platform, IBKR partners with advisors, streamlining the processing side of their business.

Member FDIC & SPIC.

*Debit card and Bill Pay available for US advisor clients.

*Commissions start at USD 0 on US listed stocks and ETFs with low commissions on other products, and there are no added spreads, ticket charges or account minimums.

*Margin rates up to 60% lower than the industry.
*Earn interest of up to USD 3.83% on uninvested cash.