Perspective Asset Management, LLC is a Registered Investment Advisor (RIA). We provide investment advice, portfolio management and financial consulting services to individual investors. We believe a strong client/advisor relationship is a very important factor in determining individual investor success. This strong relationship allows for the facilitation of effective communication between the client and advisor. In-turn, this communication allows the advisor to provide the client what he or she needs most: Perspective.
Services
Perspective Asset Management, LLC is a boutique Registered Investment Advisor that is serving a small select clientele. Our focus on a small number of families, households, and businesses allows us to serve those clients to the highest degree. This focus also leads us to develope a deep investor/advisor relationship.
Our primary business is to manage individual investor's personal portfolios. We manage those portfolios to achieve their specific investment goals. Each portfolio will be individual, specific and customized. This management will be based on each investor's risk tolerance, time frame, experience, and the ability to understand our investment philosophy.
The goal for Perspective Asset Managment, LLC. is to knock down the gilded walls of Wall Street for individual investors. We provide transparency of investment fees, expenses and tax implications so there will be no surprises or hidden fees. We provide truly personal service that allows constant 2-way communication regarding the market, investments, tax implications, financial needs and service needs.
Since 2009, the market has rallied over 100%. Not a bad move for all of the negatives and poor economic and market forecasts we have seen over the last 4 years. European turmoil, high commodity prices, Obamacare and any other hurdle to an improving economy or market you desire to focus on none of that has been enough to deter this very strong bull from reaching new highs.
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