Quarterly Update


Quarter Ending September 30, 2019 Performance The Whistler Asset Management (WAM) Tactical Equity Portfolio finished the third quarter up 2.4%. HCP Inc., a company that invests in healthcare-related real estate, and Mastec Corporation, which is an infrastructure and construction services company, were the strongest performing positions during the quarter. Market News Stock markets rallied to […]

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Philosophy


Whistler Asset Management was founded in the belief that that investors should have access to a level of investment expertise and market analysis above that of traditional, passive investment strategies. Investors should not have to endure significant drops in their investment accounts during prolonged and deep pullbacks in the stock market. This is why Whistler […]

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Markets


Market Quotes 

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Our programs

are grounded in data analysis

we specialize in

INCLUSIVE INVESTING

Tactical Investment Strategies

Taxes, Estate and Property

Retirement Planning

Investing is the right balance

The balance between risk and reward is constantly monitored.

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