INVESTMENT SERVICES

Wilsey Asset Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

At Wilsey Asset Management, we provide financial assistance in the following areas:

Investments

  • Individually Managed Accounts
  • Personal & Business Accounts
  • Retirement Planning - 401(k)
  • Trusts & Foundations
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Management Style

What makes Wilsey Asset Management different is the management style. While other investment advisors and brokers are selling and using mutual funds for your investments, Brent builds your own portfolio using individual equities. A lot of time is spent reviewing the financial statements of the companies owned in your portfolio as well as Brent’s personal portfolio, which is invested alongside his clients. Brent has an excellent, solid and proven understanding of the business and the financial market itself. Wilsey Asset Management is investing in a diverse portfolio of different businesses, not gambling on the stock market or stock trading.

Brent likes seeing his client’s portfolios grow and is very proud of what he has been able to do for his clients! He also loves to discuss what he has been able to accomplish. Brent bases his earnings over a seven-year business cycle, which includes one expansion and one recession. This allows for the full spectrum range of investments and to get a real feeling for the true measurement of success. Each quarter Wilsey Asset Management holds a client dinner for the clients in and around the San Diego area. This is a great meeting used to discuss the current economic environment and some of the companies in the portfolio, which in turn gives his clients an understanding of the real world of investing and direction of where they are headed.

If you’re tired of investing the way you have in the past, maybe it’s time you took a different approach to your investments using fundamental analysis. This style, which has been used by investment greats like Benjamin Graham, Warren Buffet, Peter Lynch and David Dreman has been a very influential management style.

Brent Wilsey offers his clients a very personalized management of their portfolios. Not sure what an IRA is or the types of investment accounts are available to you? Brent is here to discuss what works best for you and your situation in efforts to simplify your investment life.

Weekly review of important items on your investments includes:

  • Valuation ratios, price/earnings, price/book, price/sales, and price/cash flow
  • Growth rates on sales and earnings per share
  • Financial strength, current ratio and total debt to equity
  • Management effectiveness, return on capital and return on equity
  • Management efficiency, revenue and net income per employee, receivable turnover and inventory turnover
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    Our Principle

    Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (858) 546-4306.