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BWS Financial

Overview:

BWS Financial (CA & NY Registered# 122074) provides specialized investment research services to institutional investors to meet the specific financial goals of the client. BWS Financial’s goal is to provide the highest level of professional performance for investment firms seeking to maximize the return on their capital. For institutional clients, BWS Financial provides stock research that is generally off the beaten path. We closely follow companies in the biotechnology and technology industries, but also endeavor to discover stocks in other sectors. BWS Financial tries to find the best investment stories in the market and delivery these ideas to our client base. We study companies inside and out and provide firms independent research to use in making investment decisions.

History:

Beating Wall Street, Inc. was founded by Hamed Khorsand in the year 2000 to provide investors with information on investing and stocks.

Mr. Khorsand took his knowledge and experiences a step further in 2002 by offering portfolio management services to individuals and business owners by becoming a Registered Independent Advisor (RIA).

In 2003 Mr. Khorsand noticed that there financial institutions could benefit from the physical research he was conducting on finding undervalued high-growth companies. At that time Mr. Khorsand initiated to provide independent stock research reports to Wall Street Firms looking for in-depth research on companies that are typically under the radar.

Today, BWS Financial serves some of the largest firms on Wall Street, and is a proud supporter of local charities.

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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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