Whiston Asset Management Group

445 Park Avenue, 9th fl., Manhattan, New York, New York 10022, United States

(212) 717-0557

(212) 717-0557

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  • About Us
  • Letter from President
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  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
  • More
    • Home
    • About Us
    • Letter from President
    • Managed Portfolio's
    • The Advisors Custodian
    • Account Access
    • Advisory Committee
    • Principal Biography
    • Company News
    • Registered Advisor-Broker
    • Frequent Questions
    • Additional Legal Terms
    • Contact us
  • Home
  • About Us
  • Letter from President
  • Managed Portfolio's
  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
Whiston Asset Management Group Inc

Letter from President

"Protecting Capital and Creating Wealth"

Thank you for selecting Whiston Asset Management Group.  We are a focused Fiduciary and Registered Investment Advisory firm committed to providing state-of-the-art, institutional-based investment services to each of our clients.

Whiston Advisors Managed Portfolios provide our investors with a program in which their assets are professionally managed by an experienced team of money managers selected from among the nation's leading investment institutions.

With more than 40 years experience our efforts are to protect capital and create wealth.  

As successful institutional investors we have always followed a simple investment strategy:  


  I. Establish written objectives.

  II. Diversify investments to protect capital and create income.

 III. Hire the best money management .   

 IV. Monitor investment results.

This institutional method of investing has remained unchanged for years, yet the expense of following this proven philosophy has prevented many smaller investors from deriving its financial benefits.  In addition, access to top-quality money managers is usually limited to investors with multi-million dollar accounts.

Whiston Advisors Managed Portfolio's are designed to give all investors the same advantages and access to professional management.

Whether your goals are transferring and protecting wealth, rolling over your retirement plan, setting up retirement income, or just saving for retirement, funding your child's education or purchasing a home, I hope you will decide to let us help you reach your financial objectives.

We look forward to working with you in the future,

Sincerely,

Stephanie C. Whiston
Registered Principal 

Senior Economic Advisor

Chief Investment Officer 

Find out more

Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonadvisors.com


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