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CA Financial Services
 
 
Overview: 

We take our high degree of Fiduciary Responsibility to our clients very seriously. As predominantly fee-based advisors, we do not accept financial or other incentives to recommend one investment over another. Our primary focus is on our client’s financial security and peace of mind. This allows our clients to devote their time and talents to their families, their jobs, and their hobbies knowing that we are working hard for them.

We take great care in listening to our client’s unique needs, desires and goals. When we build portfolios, we favor diversification & long term value investing. We have a disciplined process of analyzing securities, and choose investments with a proven record of significantly reducing downside risk while attaining reasonable returns. This method has historically reduced the volatility of our portfolios and helped shelter our clients from the worst events of recent years.
History: 

Richard and Vicki Clifford formed Clifford Associates (CA) Financial Services in 1983 as an independent financial advisory company with a desire to help people accomplish their financial goals.


 
 
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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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