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Portfolio Capital Management

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Portfolio Capital Management

Overview:

Providing quality investment and wealth management services is the primary goal of our firm. Our money managers strive to maintain consistent performance through our conservative portfolio management philosophies. These philosophies are designed to enhance performance in various economic environments. Portfolio managers are available to discuss any questions you may have regarding your investment management needs.

It's only natural to have questions concerning the management of your money. At Portfolio Capital Management, our investment advisors are available to answer any questions you might have about your portfolio. Throughout the year, we maintain a high level of communication with our clients through personal visits, telephone calls, timely reports and personal letters. During client meetings, we review portfolio performance, discuss the economic and investment outlook and plan tax strategies. In addition, we take the opportunity to re-examine your overall investment objectives as some goals are met and others come into focus. Furthermore, we send you a detailed investment review quarterly. This review includes the cost basis of all securities, the current market value, projected annual income, yields, capital changes, a purchase and sale report, and investment performance results measured on a total return basis. Essentially, we believe good client communication and prudent investment decisions are fundamental to a long-term relationship. Contact us in Charlotte, NC.

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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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