Additional information

Mission statement:

We are committed to helping individuals, families and businesses manage and protect their wealth through professional money management. We focus on building relationships with every client and family, allowing us to establish a foundation of trust. We remain objective in our recommendations at all times while delivering investment advice and services designed to help clients achieve their goals.

La Porte Asset Management was established to provide our clients a disciplined, comprehensive approach to managing wealth.

Guided by the values of service, integrity and trust, La Porte Asset Management helps clients organize their financial affairs and manage their wealth throughout all stages of life. Although our practice has access to the vast resources of one of America’s largest financial services institutions, we are not under any obligation to favor one investment over another. The advice each client receives is objective and designed to be in their best interest.

Our deep-rooted conviction is that our success is ultimately determined by your success.

Overview:

La Porte Asset Management strives to be unique among asset management companies. We combine high touch personalized planning services with hands-on independent management.

WE MANAGE YOUR MONEY DIRECTLY INSTEAD OF TURNING IT OVER TO A THIRD PARTY.

Independence defines everything we do:   Our investment style, our planning strategies, our advice and our thinking. We answer to our clients.
LA PORTE ASSET MANAGEMENT SERVICES

Below are just some of the services that we offer our clients:

   Private Investment Management (PIM) accounts
   Personal Portfolio Review Meetings
   Retirement Planning
   401 K Plans
   529 Accounts
   Lending services available through affiliates
   Life and Long-term Care Insurance Needs

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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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