As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ASC is a registered/licensed investment advisor in California. We don’t sell securities and we don’t...
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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 outsource their assets. Although our contract and company brochure provide for letting another...
Read moreASC recommends stronger and more financially sound institutions for the custody of your assets. Our policy is to recommend larger brokerage firms, who have high levels of company assets, to hold your portfolio of securities in their custody. We...
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Retirement and Pension Consulting Services applies for asset management if any assets of the Client includes (1) pension or other employee benefit plan (including any 401(k) plan) governed by the Employee Retirement Income Security Act of...
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ASC will provide you with a portfolio of securities tailored toward appreciation in the domestic and international stock markets with the aim to accommodate for future inflation and prevent the loss of purchasing power. ASC does not provide...
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Wealth management, which is also known as money management and portfolio management, is for a client’s investment portfolio to contain financial assets and other securities with a strategy for long-term appreciation.
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