Wilsey Asset Management | San Diego, CA

At Wilsey Asset Management, our main goal is to provide attractive returns for clients on their investments by using a common sense approach to investing. Brent Wilsey, the President of Wilsey Asset Management, has been in the investment arena for 30 years. Brent uses the old principle of buying low and selling high. This is all based on a fundamental analysis of a company’s financial statements. There is no emotion or hype in investing at Wilsey Asset Management, which is why our motto stands strong "No Emotions, Just Results". All final investment decisions are made by Brent. His money is invested the same as yours with no sales commissions; only an advisory fee based on account value.

 

Whatever your goals, we can help you get there

Our commitment to you; our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 

Portfolio Planning

  • Individually Managed Portfolios
  • Trusts & Foundations
  • Traditional / SEP / Roth IRA

 

Strategy

  • Fundamental Analysis
  • “No Emotions, Just Results”
  • Transparent Customer Relations

 

Events

  • More Upcoming Events To Be Announced