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At Townsend Asset Management Corp., our clients benefit from the following services:
Wealth Management is our most comprehensive service, through which we provide guidance and assistance to our clients and their families in personal financial matters. Our investment advisory services provide ongoing, active management of our clients' investment portfolios. Our commitment is working with our clients to develop wealth management strategies that secure their futures and protect generational wealth.
Investment Management provides ongoing, active management of our client's investment portfolio. We utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. We discuss our financial and investment philosophy while developing a unique "Investment Policy Statement" for each client, addressing the client's goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. The client's portfolio is managed within the overall guidelines of their Investment Policy Statement. We provide our clients with quarterly performance reports and periodic personal meetings.
Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives.
Our Financial Planning services take into account that each client's situation is different. We provide individualized analysis, guidance and recommendations in areas including:
- Family goals and life issues
- Investment analysis and asset allocation decisions
- Education cost funding
- Tax reduction strategies and cash flow management
- Risk management and insurance needs determination
- Retirement funding and distribution
- Estate conservation and distribution planning
- Planning for business interests
Tax Planning and Preparation
Our Tax Services involve the preparation of tax returns for individuals, trusts, estates and businesses, as well as tax planning and development of tax reduction strategies.
Consulting is a service that we offer on any number of financial issues. As a Registered Investment Advisory (RIA) firm, we pride ourselves on our strong personal interaction with our clients and make sure that we understand your goals and your situation. We provide assistance with retirement planning, estate planning and managing assets at multiple places.
Contact Us to discuss your financial goals and plan for the future.