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AFS Investments

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AFS Investments

Overview:

Full Service Portfolio Monitoring

If you already have a Financial Advisor managing your portfolio and personal assets, the Investment Advisors at AFS Investments offer a portfolio monitoring program to make sure you are consistently meeting your investment goals. We take the time to monitor each aspect of your portfolio and assets daily to be your personal “On-STAR” and alert you of any problems we see arising now or in the near future. This gives you the ability to contact your Financial Advisor to discuss these issues before a major problem arises.

Real-Time Updates and Reports

You can login to our website and have real-time access to reports and alerts to see exactly how your Financial Advisor is managing your portfolio and assets, giving YOU the peace of mind to trust your current advisor. Our online comprehensive reports are customized to be easily read and understood. If at any time throughout the monitoring process you have questions about your portfolio or find differences in your understanding of personal risk or goals, our Investment Advisors at AFS Investments would be happy to help you discover the ideal questions you can ask your Financial Advisor to ensure you are back on YOUR right path.

Freedom to Check-Up on Us Anytime!

AFS Investments also includes this monitoring program in the financial services that we currently offer our customers. They find the comprehensive graphs to be easy to read and understand, however the freedom to check up on us at any time through the online website makes this service vastly more rewarding and maintains our policy of complete honesty. At each step of the way we make sure our customers are happy and we enjoy discussing the more important matters of life whether that is future financial security or last Sunday’s football game. Managing your portfolio is more to us than securities, stocks, and money; it is managing a relationship and developing a trust with real people.

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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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