If you are looking for an experienced, informed and conflict-free investment partner, who will help you get the most from your investments, you have come to the right place. We offer personal investment management with common sense portfolios, transparent fees and no conflicts of interest. Our Senior Manager, Dena Minning, will design a unique investment strategy to meet your personal needs.
With Dena, you will be able to establish the level of involvement you would like to have in the management of your portfolio as well as formulate a plan and approach that makes you comfortable. Because, with Personal Asset Management, it is all about YOU! Are you uneasy because you do not have the time, interest and/or ability to manage your own portfolio?.
With Dena, you will be able to establish the level of involvement you would like to have in the management of your portfolio as well as formulate a plan and approach that makes you comfortable. Because, with Personal Asset Management, it is all about YOU! Are you uneasy because you do not have the time, interest and/or ability to manage your own portfolio?.
Services
Through Personal Asset Management, Dena provides basic investment guidance to any investor and full-service portfolio management for high net worth clients. Dena Minning has 35 years of experience in the investment industry. When working with Dena, you get a trusted relationship with a seasoned Portfolio Manager.
We don't just disclose our conflicts, we try not to have conflicts or associations that would impact our objectivity. That way, you can be assured that nothing but your best interest will drive our decisions regarding the management of your portfolio. We do not sell products, are not affiliated with any "product-producing" firm and do not accept compensation from any source that could impact our loyalty to you.
As a discretionary manager, we are comfortable and accustomed to helping you manage your portfolio from start to finish. We evaluate your investments, discuss your requirements and invest and manage your funds to conform to the mutually established strategy and parameters which are determined up front.
We construct portfolios individually so that we can have the maximum impact on risk, return and taxes for each and every client. After evaluating your existing strategy, we develop a well-thought out plan for improving/managing your portfolio.
This includes identifying the promising investments you already own and will rarely take the form of the revolutionary changes that many money management firms employ when they "convert your portfolio to their model".We work to keep investments that are in keeping with your articulated strategy and incorporate them into a prudently built portfolio that is low turnover and low cost.
This includes identifying the promising investments you already own and will rarely take the form of the revolutionary changes that many money management firms employ when they "convert your portfolio to their model".We work to keep investments that are in keeping with your articulated strategy and incorporate them into a prudently built portfolio that is low turnover and low cost.
It is our belief that portfolios must be structured, using the few investing principles that stand the test of time and scrutiny. Since most individuals and even many professionals do not follow these basic tenants, this approach differentiates our firm and makes us preferable to other investment managers.
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