WHISTON ASSET MANAGEMENT

Overview

Whiston Asset Management is a small, privately owned corporate advisory practice that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage capabilities, including annuity placement. Its fee arrangements are mixed: it charges a percentage of assets under management, can bill hourly, and may apply performance-based fees on certain engagements. Whiston is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives