Whiston Asset Management Group
445 Park Avenue, 9th fl., Manhattan, New York, New York 10022, United States
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 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. We have worked with the Trust Company since 2007, 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.
Trust Company of America (Acquired by E-Trade Advisors- Morgan Stanley-Axos Financial)
7103 So Revere Parkway, Denver CO 80212
Managed Portfolio's account access click here:
https://app.trustamerica.com/liberty/desktop/login.jsf
Trust Company of America serves the institutional investment community with a full complement of custody and technologically advanced back office services designed to improve trading and operational efficiencies and enhance client relationships. Ranging from complete custody services to our state-of-the-art integrated participation in managed strategies trading platform, our smart, customizable, and scalable offerings allow investment advisors to more effectively manage and build their business.
Since 1972, they've been a truly independent service provider, helping asset managers of all sizes safeguard holdings, set up fund modeling, efficiently manage client accounts, analyze assets, process trades and strategies, monitor investments, and streamline the transaction process. Focused almost entirely on the institutional market, Trust Company does not offer investment advice, research, or its own investment products. As a result, they do not compete with our 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, Trust Company partners with advisors, streamlining the processing side of their business.
Member FDIC & SPIC.
Note: in April 2018 the Trust Company was acquired by E-Trade Advisors for $275 million, and then was acquired by Morgan Stanley for $13 Billion in October 2020. As of July 2021, Axos Financial is closing on the purchase of E*Trade Advisor Services (EAS), the registered investment advisor custody business acquired by Morgan Stanley in 2020 as part of its $13 billion takeover of E*Trade, in a $55 million all-cash deal.
These acquisitions have not had any effect on our custodian and trading relationship with the Trust Company, and is reflected on your quarterly statements.