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Andrew Garrett, Inc.

Mission statement:

Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.

We specialize in delivering strategic financial solutions for a wide-range of investors.

Investors choose Andrew Garrett, Inc. for our commitment to excellence, objectivity and personalized service.

With more than 30 locations, Andrew Garrett, Inc. has a national network of seasoned investment advisors serving clients throughout the world. Our investment advisors develop long-term relationships with clients and employ a consultative approach to match appropriate investments to their clients’ unique needs.

Andrew Garrett, Inc. has a fully disclosed relationship with RBC Correspondent Services, a division of RBC Capital Markets. RBC Capital Markets, owned by Royal Bank of Canada, is one of the largest securities firms in the nation providing clearing services, is a member of the NYSE, AMEX, CHX, CBOE and PSE, and has execution capabilities on all principal exchanges.

The combination of small-firm culture and large-firm capabilities makes us unique in the financial services industry and gives us a distinct competitive advantage while serving clients.

Overview:

Throughout the years, we have built our firm from a small boutique into a national network, offering our clients a full suite of investment products and services, including:

   Customized Portfolio Management
   Private Asset Management
   Retirement
   Insurance
   Estate Planning
   Investment Banking
   Institutional Services

Our firm is committed to excellence. That means that we hire the industry's best talent, provide them with state-of-the-art resources and stay in constant contact with our clients to ensure that your investment strategies are on target.

History:

Established in 1989, Andrew Garrett, Inc. is dedicated to providing the highest quality service, expert guidance and personal attention to each one of our clients.

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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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