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Professional Advisory Services
 
 
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As a private, independent firm focused solely on the business of investment management, PASI has clear advantages over trust departments, brokerage houses, and mutual fund companies.
Investment management is our business, and achievement of competitive risk-adjusted returns is essential. Client service, however, is what really sets PASI apart from others in our industry. Our size and independence make this focus possible. Portfolio managers limit the number of relationships to enhance personalized service. Annual meetings are encouraged as an opportunity to review your investment structure and returns, assess your financial situation, and answer your questions. A member of our team is always available to talk to you.
Toll Free:  +1 800 847 7274


 
 
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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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