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Managed Financial Services Corporation, Inc.

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Managed Financial Services Corporation, Inc.

Overview:

Managed Financial Services Corporation, Inc. is a Texas-based company established to provide comprehensive financial management services for educators, small and large businesses and individuals. Since 1986, the company has established a good record of sound management of retirement programs and has demonstrated the value of asset management in actual client accounts. The Managed Financial team has the expertise and experience you need to pursue your financial goals.

Over the years, clients across the United States, including Alaska and Hawaii have chosen the active portfolio management offered by Managed Financial. The company has proven itself by keeping their clients’ programs on the right path.

When it is time, the staff of Certified Estate Planners (CEPs) and Certified Senior Advisors (CSAs) uses the funds invested to assist you in increasing the quality of your life in retirement, minimizing taxes, and planning your estate distribution.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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