Wealth Planning

ASC will provide you with a portfolio of securities tailored toward appreciation in the domestic and international stock markets with the aim to...

Investment Management

Wealth management, which is also known as money management and portfolio management, is for a client’s investment portfolio to contain financial...

Client Support

ASC provides friendly contacts with clients when they do business with us.  As the stock markets have their own ups and downs, clients may feel...

Investment Professionals

As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ...

Start Today with Our Specialists

We are happy to introduce some of the top specialists in finance, audit and analytics. Your investments are safe and sound!

The Industry Leader

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Services and Resources

Experience the Difference

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Investment Professionals

As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ...

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Individual Investors

We do things the old fashion way:  we manage our clients’ accounts ourselves with direct and transparent contacts with them, and we tend not to...

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The Best Institutions

ASC recommends stronger and more financially sound institutions for the custody of your assets.  Our policy is to recommend larger brokerage...

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Defined Contribution

Retirement and Pension Consulting Services applies for asset management if any assets of the Client includes (1) pension or other employee benefit...

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Global Presence Is Key to Our Clients’ Success

Through timely, in-depth analysis of companies, industries, markets, and world economies,
Morgan Stanley has earned its reputation as a leader in the field of investment research.

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Some examples of companies that response to these criteria are in the field of insurance, soft drinks, shoes, chocolates, home building, furniture and many more.
Hourly Consultation

Hourly Consultation

As the social distancing mandate is upon us in California, we can have a virtual meeting.  This can be done via Skype or Join.me.  We can have a meeting to...

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Professional, Conservative, Ethical, Long-Term Asset Management Is Here!

Professional, Conservative, Ethical, Long-Term Asset Management Is Here!

ASC is a conservative asset manager, and we consider the possibilities of market crashes at all times.  This is done, for example, by hedging a client’s...

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Licensed Advisors

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the US.

The Initial Meeting

The final components are the ethics and continuing education requirements. Students and certificants are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.

Expert Advice

To understand what strategic financial management is about, we must first understand what is meant by the term “Strategic”. Which is something that’s done as part of a plan that’s meant to achieve a particular purpose. The is the shareholders wealth.

About Us

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Statistic & Analytic
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Testimonials

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