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Capital Advisers Inc.
 
 
Mission statement: 

Capital Advisers uses its deep commitment to immersive knowledge to capture return and manage risk by creating and continuously and rigorously monitoring and invigorating a dynamic and robust manager mix to provide complete, customized investment solutions for all individual and institutional investors.
Overview: 

Capital Advisers, Inc., (hereinafter, "Capital Advisers") began in 1994 with an investment from Roland Jones and an individual interested in offering independent, objective, discretionary asset management for his brokerage firm's clients and brokers.

Capital Advisers is an independent, objective, open architecture money manager which continually researches, reviews, and monitors the complete investment universe of no-load and load-waived mutual funds, exchange-traded funds, and separate account managers to create a customized portfolio of traditional and alternative asset classes based upon each client's risk tolerance and objectives.

Always independent and not affiliated with any other organization, it offers no proprietary products. We engage only in discretionary asset management.


 
 
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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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