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Private Asset Management, Inc.

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Private Asset Management, Inc.

Profile:

We base our success and our service as wealth advisors on our highly diversified and disciplined methodology. At Private Asset Management we believe broad diversification of a portfolio brings our clients two positive results: First, it spreads risk over several different types of investments so no one investment can cause substantial harm to the portfolio. Second, since all segments of the world economy move at different rates at different times, portfolios that are broadly diversified are best positioned to benefit by the highest number of uptrends.

Overview:

Private Asset Management is an investment management consulting firm which has developed a successful strategy specifically for the private-wealth sector. We offer confidential, and strategic financial counsel. Our goals are to protect and increase your wealth through our proprietary and disciplined investment process, focusing on maximizing after-tax returns in a risk-controlled framework.
Our approach, our expertise and our high level of personalized service combine to develop a strategy unique to you, your goals, your time frame and your tolerance for risk. We communicate and coordinate our efforts with your other professional advisors to fine-tune your strategy. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you.
We’re not in the get-rich-quick school of thought and we don’t rely on “hot-tip” investment products. We’re highly disciplined and use a process that has delivered strong performance to institutional investors for decades.
That’s how we stay worthy of your trust.

Toll Free: +1 800 974 9703

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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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