We strive to provide the best financial services in the world’s market.
With proper budgeting, a business will be able to save cash and invest their extra capital in the stock market either in a taxable account or in a tax savings retirement account. Sensible investments must be focused on diversification which is what ASC does for clients’ portfolios.
Prosperity
Portfolio Management Account Reviews. The Client’s securities are periodically monitored, and the Client’s accounts are reviewed with the Client on as needed basis. Accounts are reviewed with respect to the Client’s Investment Objectives. These accounts are reviewed by Benjamin Yashar. Factors that may trigger a review may include a change in the Client’s Investment Objectives, financial circumstances, material developments in market and economic conditions, material geopolitical events, and changes to a Client’s personal or financial situation.
Responsibility
Portfolio Management Account Reporting. Portfolio Management Services’ Clients receive written monthly or at least quarterly statements and trade confirmations from custodians. The written monthly statements include accounting of all holdings and transactions in the account for the reported month or quarter. ASC provides annual reports which summarizes account performance, balances, and cash and security holdings in the account.
Excellent Service
Review of Accounts. The Client’s securities are continually monitored, and the Client’s accounts are reviewed at least monthly with respect to the Client’s Investment Objectives. These accounts are reviewed by Benjamin Yashar. Factors that may trigger a review may include a change in the Client’s Investment Objectives, financial circumstances, material developments in market conditions, material geopolitical events, and changes to a Client’s personal or financial situation.
Investment Strategies. ASC generally employs a long-term investment strategy for its Clients which is to be consistent with their financial goals. The Advisor will typically hold all or a portion of a security for more than a year, but the Advisor may hold the securities in the portfolio for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, the Advisor may also buy and sell positions that are more short-term in nature depending on the goals of the Client and/or the fundamentals of the security, sector, asset class, or the current or upcoming United States and global economic conditions.
ASC’s general investment strategy is to seek real capital growth proportionate with the level of risk the Client is willing to take. Each Client’s portfolio is treated uniquely. ASC meets with Clients to understand their investment objectives and financial status. We assist and advise the Client to determine the Asset allocation based on their investment objectives. We provide ongoing monitoring.