Wilsey Asset Management

Specialties

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

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.

History

Established in 1982.

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. Financial independence starts with Wilsey Asset Management.

Meet the Business Owner

Brent W.

Business Owner

Brent M. Wilsey is a highly regarded registered investment advisor and a seasoned financial strategist with 30 years of experience in the field. Wilsey currently owns and operates San Diego-​based Wilsey Asset Management through which he offers day-​to-​day investment guidance to both individual investors and corporations. All of Wilsey’s client relationships are grounded in an exemplary service philosophy.

Opening his own LPL branch office in 1992 and establishing Wilsey Asset Management his firm now manages over $ 160 million in assets.

Wilsey’s industry expertise and credibility has made him a sought after expert source, having served as a guest commentator on numerous broadcast television and radio talk shows including Bloomberg, CNN and CNBC. Currently, Wilsey hosts AM760 KFMB’s weekly Smart Investing show, providing listeners with fundamental analysis on stocks and mutual funds, along with other investment tips.