New Albany, IN Office

Whitestone Capital Management primarily serves individual clients, along with trusts, estates and small institutions, offering discretionary asset management through a firm‑sponsored wrap‑fee program and financial planning services. Portfolios are managed using model allocations or customized portfolios that may include equities, mutual funds, ETFs and fixed‑income instruments.

The firm uses a mix of tactical and strategic approaches, including a technical‑analysis driven Technician series and strategic ETF models, and relies on fundamental, quantitative and technical tools guided by an Investment Policy Statement and a Risk Profile Questionnaire. Whitestone may allocate to sub‑advisors, implements discretionary trading on clients’ behalf, and launched the Whitestone Tactical Opportunity Popular Stocks (TOPS) Fund in January 2026.

Distinctive operational features include acting as the wrap‑fee program sponsor—an uncommon role for supported advisors—and an affiliation with an insurance business and dually licensed representatives; the firm discloses and manages these relationships as potential conflicts of interest. The client mix is notable for focusing on non‑high‑net‑worth individuals and maintaining relatively modest assets under management compared with many peers.