Portfolio management
Managed portfolios and asset allocation services.
Whiston Asset Management
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About Whiston Asset Management
Private wealth management and investment advisory services are the core offerings of this registered investment advisory firm. Its work includes portfolio management, asset allocation, asset protection, wealth transfer, and planning for retirement, pensions, estates, charitable gifts, and trusts. The firm also offers individual and group life and health insurance services. It describes its money management as fee-based and fiduciary, with attention to individual and business financial needs, including ongoing investment decisions and planning for future generations. Services are offered to investors worldwide. The firm is based in Manhattan, New York City.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Wealth planning
Retirement, estate, charitable, and gift planning.
Asset protection
Wealth transfer and asset protection services.
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