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KDB Asset Management, LLC

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KDB Asset Management, LLC

Overview:

KDB Asset Management, LLC is an independent registered investment advisory firm located in New York City that specializes in the unique needs of high net worth individuals, families, and small businesses. KDB helps clients create an investment strategy, choose the appropriate products, and monitor financial performance. Working on a fee-based arrangement, KDB avoids the conflicts of interests that affect many financial institutions.
avoids the conflicts of interests that affect many financial institutions.

   Investment Strategy »
   KDB prepares a full investor profile in order to understand the needs and risk tolerance of each client before designing an appropriate investment plan. The plan will be tailored to meet goals ranging from capital preservation to growth and income.
   Investment Services »
   KDB offers clients two types of managed accounts: discretionary and non-discretionary. With both options, the client pays a quarterly investment management fee, which is calculated as a percentage of assets under management.
   Planning Your Retirement »
   According to several reports, retirement savings in America have dropped to new lows over the past few years, while at the same time the cost of living and life expectancy have clocked in a steady increase.
   Portfolio Checkup »
   KDB’s Portfolio Check-Up service is perfect for those clients who rarely make changes to their investments. Our professionals will analyze all your current investments including IRAs, 401K allocations, and personal accounts.

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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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