PERSICO Asset Management believes that the Independent Registered Investment Advisory (RIA) platform of wealth management solves a critical void by providing a meaningful fiduciary partnership on which to build your financial success. New clients typically come to us from larger firms that lack the fiduciary level of trusted advice and are seeking a more personal relationship where we know who you are and what you want your future to look like.
Other relationships emerge from the DIY investor who seeks a more professional and comprehensive approach to the complex strategies used to secure their financial future. As a FIDUCIARY, we are bound both legally and ethically to act in your best interest, and therefore put your interests ahead of those of our firm.
Other relationships emerge from the DIY investor who seeks a more professional and comprehensive approach to the complex strategies used to secure their financial future. As a FIDUCIARY, we are bound both legally and ethically to act in your best interest, and therefore put your interests ahead of those of our firm.
Services
Chris Persico has over 30 years of experience as a finance and investment professional. He earned progressive positions with MNC Financial, Alex Brown & Sons, and Morgan Stanley prior to establishing his own wealth management and investment advisory firm in 2001. He holds the professional accreditations of the Series 7, 63, and 65 Securities Registrations.
Marianne was raised in Severna Park, MD and graduated from Severna Park High School. She earned a Bachelor of Science in Business Administration and Marketing from the School Of Management at Boston University.
She launched her professional career with Allnet Communications as a Telecommunications Specialist where she was responsible for providing communications and long-distance solutions to commercial accounts in the Washington DC, Northern Virginia, and Atlanta regions.Marianne retired from her sales and consulting positions to fully manage the administration side of her family's packaging and paper manufacturing businesses for nearly 25 years.
She launched her professional career with Allnet Communications as a Telecommunications Specialist where she was responsible for providing communications and long-distance solutions to commercial accounts in the Washington DC, Northern Virginia, and Atlanta regions.Marianne retired from her sales and consulting positions to fully manage the administration side of her family's packaging and paper manufacturing businesses for nearly 25 years.
Individuals and families depend on their assets as a financial resource for specific goals and unforeseen circumstances. However, not everyone has the time to monitor and manage those assets. Even if you do have the time, you might not have the skills and patience to do so.
When not managing your assets prudently, you could leave them exposed to excess taxes, undue risk, extreme and inappropriate volatility, and even erosion or depletion and not be available to you when needed.Strategically developed asset management strategies significantly increase the likelihood that you will achieve your goals and dreams.
When not managing your assets prudently, you could leave them exposed to excess taxes, undue risk, extreme and inappropriate volatility, and even erosion or depletion and not be available to you when needed.Strategically developed asset management strategies significantly increase the likelihood that you will achieve your goals and dreams.
Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium, and long-term financial aspirations, the better you'll be able to control your financial destiny and achieve specific financial objectives.
Reviews
Be the first to review Persico Asset Management.
Write a Review
