Additional information

Overview:

Massachusetts Finance Group provides investment advisory services, which means that we help you develop, implement and manage an investment plan to meet your lifetime financial needs.

Everyone has financial needs which must be anticipated:
* Income for retirement and a lifespan longer than previous generations
* Leaving a financial legacy to our children
* College and private school tuition for our children projected to rise 3-4% faster than inflation
* Health needs which are not covered by the standard insurance policies
* Lifestyle choices such as vacation home and travel
* The ongoing uncertainties of life

As in any budgetary process, these goals need to be quantified, given a reality check and then projected into a budget. All this is done in the context of uncertainties:
* Expected future market returns
* Future interest rates
* Anticipated inflation
* Job stability

When the future budget is formalized, an investment strategy and portfolio is set up to meet these needs. The key elements of an investment strategy are based on the allocation among the different asset classes:
* Equities which will provide the growth and an inflation hedge
* Bonds which will provide income, reduce the volatility of the equities and provide a deflation hedge
* Real estate which will also provide income and provide an inflation hedge
* Alternative investments such as hedge funds which reduce the volatility

We work with the client in this process to develop an investment strategy which meets their needs and their tolerance for different types of investment risk.

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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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