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In today’s difficult economic environment, input from investment professionals can be vital to your overall decision-making process. Wealth building involves protection and growth of principal, financial planning, and a conscious effort to protect your estate and your principal against the forces of inflation and market cycles. At Ascani Wealth Management, we can help you achieve your goals.
Today’s investment environment is arguably the most difficult in decades. Our full-time occupation is to analyze, assess, and allocate client funds to what we feel are the most appropriate investments depending on your individual goals.
As a client of Ascani Wealth Management, you will have a customized plan based on your investment goals. We monitor your portfolio, screening the best investment vehicles in pursuit of enhanced, risk–adjusted returns. Committed to offering you the highest level of service, our portfolio strategists and client service associates are available to answer your calls or emails from 8am to 5:30pm, Eastern time, Monday through Friday.
Our minimum portfolio size is $100,000.
All of your funds are held in your name at Fidelity, your custodian. Ascani Wealth Management introduces accounts to Fidelity but does not custody your funds. Weather you have a traditional brokerage account or a managed account with us, when we make a trade in your portfolio, a confirmation will be sent to you directly by the custodian. Plus, you can access your account online at Fidelity virtually 24x7.
An ETF is an SEC-registered portfolio for stocks, bonds, or commodities. Unlike most traditional mutual funds, however, ETFs passively track an existing index. Because of this “passive management,” ETFs often charge lower fees than similar, actively managed mutual funds. For some investors, there may also be beneficial tax consequences to holding an ETF instead of a mutual fund.
Whether you feel professional money management might be right for you, or a self-directed or broker-assisted brokerage account is right for you, call us toll-free at 1-877-578-5788 (international call 561-253-8155) and ask to speak to an investment adviser representative about a complementary review of your portfolio
If you would like to become a client of Ascani Wealth Management, our client services staff is ready to assist you.
Simply click on the members area icon located on the top of all the pages to be directed to the login area. If you have all ready logged in, it will automatically direct you to the members control panel.