Additional information

Overview:

We provide portfolio management services for individual investors, including those just getting started with investments; those planning for home purchases, children’s educations, or retirement; and those using their investments as retirement income. Each portfolio is individually managed according to the goals, risk profile, and tax exposure of the client. Managed portfolios include taxable cash accounts, IRAs, SEP, and trust accounts.

As your investment advisor, we research companies to find strong performance, and we actively invest in them for you. As an independent advisor, we are not tied into any company’s investment products, so we can make choices that are most appropriate for your needs. And as experts in tax accounting, we take your tax considerations fully into account.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

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.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.