For us, it's about understanding. Knowing our clients as time marches on. Your inner dynamics, from new babies to new challenges. How the changing world shapes your goals and dreams. At Botel Asset Management, we help individuals, families and small businesses organize and handle their financial lives - simply and confidently.
Services
Over the past 30 years, we've seen that many people don't have the time, desire or expertise to manage their assets. Money is an emotional subject, requiring a trusted advisor who knows you. Founded in 1984, Botel Asset Management (called Penn Center Investments before 2006) is a principal only, wealth management firm.
Warren Buffett once said that temperament is more important than IQ when it comes to investing. We couldn't agree more. Studies show that people are their own worst enemy when it comes to their finances. It's critical to keep fear and greed in check - avoiding costly missteps like selling after a significant market decline or only buying after a big advance.
We want you to be ready for whatever comes next. So we work with you to handle the entire financial picture, from investments and insurance to debt management and retirement income. We maintain relationships with your other financial experts - tax advisors, attorneys, insurance and estate planning professionals - and work closely to choose the right approach for you.
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