Wilsey Asset Management

Financial ServicesCalifornia, United States2-10 Employees

Wilsey Asset Management is a small financial services firm based in San Diego, California. It provides investment services and financial planning to individuals and corporations, with an emphasis on educating clients about navigating the financial landscape. The investment approach centers on an individualized concentrated value portfolio built from select equities and guided by fundamental analysis, rather than relying on broad mutual funds.

Financial planning at the firm aims to help clients make decisions that align with their values and life goals, while maintaining an unbiased stance that avoids conflicts associated with commission-based products. The company positions itself as a principled practitioner of client-focused investing and planning within the financial services industry.

Sign up for free to view info

Email Format Employee directory