Investment Professionals

Investment Professionals

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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Defined Contribution

Defined Contribution

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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Wealth Planning

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 accommodate for future inflation and prevent the loss of purchasing power.  ASC does not provide...

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Businesses

Businesses

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...

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Investment Management

Investment Management

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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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 uneasy about the state of their investments.  ASC will have to accommodate for this as we do...

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Premium Services

Premium Services

ASC provides Premium Services for all its clients regardless of how much of their assets are under ASC’s management.  Our Premium Services is not just limited to those clients whose assets under management with us is more than a certain high...

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