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
  • Managed Portfolio's
  • 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

Managed Portfolio's

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"PROTECTING Capital and Creating WEALTH"

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 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 various 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.

"investing in the right place at the right time"

    * 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.


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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