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M.K. Brown & Associates
 
 
Overview: 

Established in 1983, M.K. Brown & Associates is a fee-based registered investment advisory firm. We provide a full range of planning and investment services.

We are not tied to any proprietary products, and have access to a wide array of independent investment managers. That means we can offer our clients the investments most appropriate to their needs and objectives.

Our practice is relationship-based rather than transaction-based. Our services are fee-based;* we do not charge commissions.

Our investment management philosophy balances personal expertise with modern portfolio theory – an investment approach that quantifies the relationship between risk and return and assesses statistical relationships among the individual securities within your overall portfolio.

Our goal is not to outperform any particular financial market, but to help you meet your financial goals, whatever they may be and regardless of the market climate.

We use an investment tracking system that analyzes absolute, risk-adjusted and relative returns. We can provide return calculations on individual funds and managers as well as on your entire portfolio.


 
 
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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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