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Monaco Capital Management, LLC

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Monaco Capital Management, LLC

Overview:

In November 2003, Joseph Monaco fulfilled his career dream by forming the independent investment firm of Monaco Capital Management, LLC. Joe dreamed of a firm founded on his commitment to what he believes are the three pillars of successful investing:

Vision
What causes one person to be successful in navigating the daily rigors of life, while another succumbs to life’s daily setbacks? Could it be that the successful person actually saw what could be, and so was able to stay the course through the fog and storms of everyday life? The Bible teaches, “A man without vision will surely perish.” We at Monaco Capital Management believe that helping you to develop a vision of what can be, rather than merely forming random ever-changing goals, is the essential component to mapping out the path to your dreams.

Strength
Storms come. When they do, will you have the strength to withstand their winds? When the storm clouds rise in the investment world, will your portfolio be built on a solid foundation or on the shifting sands of today’s “hot stock?” We at Monaco Capital Management believe that your dreams should always be funded out of strength and not out of weakness. Therefore, we help you to develop a sound investment portfolio, built with a constant eye towards your own, personal dream.

Independence
Just as it is important for you to have the financial independence to do what you truly believe is in the best interest of you and your family, it is likewise imperative for your financial advisor to have the independence necessary to give you an unbiased view of what is really happening in the world of investments. At Monaco Capital Management, unlike other firms who may rely on a single source of information, we dig through the research of many sources, enabling us to uncover multiple points of view, before making portfolio and investment recommendations to you, our client.

Services
We are a full service Wealth Management & Investment Advisory service firm. Services provided by Monaco Capital Management include, but are not limited to:

1.      Professional portfolio management, both on a discretionary and non-discretionary basis for investors seeking income, growth, and growth with income.
2.      Stock, bond & mutual fund analysis.
3.      Third party portfolio analysis (i.e., a second opinion on investments held elsewhere such as a portfolio held at another broker, ongoing allocation advice for your 401k, etc.).
4.      Retirement & education planning.
5.      Budget consulting & advisory services (for both corporations & individuals).
6.      Economic forecasting.

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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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