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The Marshall Plan Advisors, Inc.

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The Marshall Plan Advisors, Inc.

Mission statement:

MPAI offers investors personalized service and advice, allowing investors access to MPAI’s account manager. MPAI relies on investment strategies based on extensive experience in portfolio management, emphasizing value equity investing and conservative bond management.

Overview:

MPAI’s guiding principles of integrity, proactive service, and fee-based asset management underscore its goal: providing personalized investment services that meet the individual needs of each client, which is not driven by commission or other incentives. Consistent with this goal, MPAI relies on dedication to continued learning, researching, and teaching to enhance understanding of market activity.

MPAI has built and continues to build its select client base thoughtfully, in the interest of meeting each individual client's goals, income needs, and risk tolerance. MPAI’s account managers require as much time for new clients as existing clients, and therefore MPAI has historically only accepted a limited number of new clients who value our established style of personalized portfolio management and meet a minimum portfolio size criterion.

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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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