Services

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.

    FINANCIAL PLANNING

    Lasting wealth is not about income or bank accounts, it’s about making the right decisions.  One poor decision can be harmful, several can be disastrous.  At Wilsey Asset Management, we offer financial planning to help clients make the right decisions at the right time to ensure their financial success. 

    Why?

    The reason someone decides to engage in financial planning is because of “time”.  Everyone has a limited amount of time and once it is gone, it cannot be recovered.  Time in a day, time with family, time until we pass away, we are all bound by this single constraint.  For most people, it is financially impossible to spend 100% of their time doing exactly what they want.  Sometimes in life we are forced into less appealing activities in order to engage in more pleasant ones.  For instance, most people must take time away from family, friends, and hobbies to work so they can afford to spend their remaining time as they please.  Another example is forgoing traveling year-round because only a one week trip every year is financially feasible.  Financial planning exposes opportunities and offers efficient recommendations which improve personal financial situations.  This allows us to spend less time on unpleasant activities and more time on the important things in life both now and in the future.

    Financial Planning Style

    Throughout the industry, financial planning has evolved in the past few decades.  The purpose of true financial planning is to facilitate the ongoing process of making sensible decisions about money to achieve life goals.  This goes beyond the scope of investing and includes education planning, risk management, tax planning, retirement planning, and estate planning. Unfortunately, the mask of financial planning has been used to sell commission-based products or gather assets that may or may not be in the best interest of the client.  Often this goes unnoticed and leaves the client in a less efficient or poor financial state.  At Wilsey Asset Management, our goal is to offer a financial planning style the way it was originally intended to be, unbiased and as client-benefitting as possible.

    We offer our financial planning services to current and new clients.  In an effort to remain unbiased, our financial planning service is separate from the asset management service.  In other words, financial plans can be constructed and maintained regardless of whether the underlying accounts are invested with Wilsey Asset Management.  We feel it is important to make the distinction between the two services because the reason we offer financial planning is not to sell products or gain new assets for management.  The purpose of our financial planning service is to offer planning that clients can trust to be objective, efficient, and transparent as it can be.