Additional information

Overview:

The financial management process at Asset Planning Company begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

In the sometimes volatile world of investing, we advocate sensible diversification with a long-term perspective. We work with you side by side, seeking to increase your knowledge so that together we work toward accomplishing your financial objectives.

This process begins by helping you to assess your risk tolerance, time horizon and investment goals. We then assist you in developing a sound investment policy and advising you on a suitable asset allocation. The next step is to diversify your portfolio across asset classes and within investment styles. Once this is accomplished, we provide expertise on selection of investment managers in all of the investment styles and asset classes that your investment strategy requires.

Regular meetings with each client are conducted in order to monitor investment performance verses the proper benchmarks. These meetings are used to discuss the current investment climate and to discuss portfolio adjustments if necessary to provide for changes in investment objectives, time horizon and risk tolerances.

While many firms attempt to be a "jack of all trades," we know that true expertise can only be realized through specialization. We have therefore limited our practice to the areas of investment management and retirement planning. By concentrating in these areas, we feel that we can utilize creative and innovative products and services that will be of most benefit to our clients.

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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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