Investment Counsel

*** Please visit our new website: https://www.cornerfinancialpartners.com/  ***

Choosing the right investment advisor can be difficult, stressful and time consuming. The right investment strategy is one that you are confident in and can understand. Without this, you run a great risk of exiting the markets at inopportune times which can have devastating effects on your long-term rates of return. Assante helps you choose the right portfolio for your specific situation and risk tolerance. That’s what a good investment advisor does. Our goal here is to tell you a little bit about what we do and find out if we are a potential good fit. We believe in actively managed and globally diversified investing and tailoring the risk of the portfolio specific to your goals and comfort level. This achieves two things: discipline and expectation management, which are two traits we think are paramount in achieving long term success in investing. Actively managed and globally diversified investing takes the decision-making process out of your hands and puts it in the hands of professionals, who have more resources and processes to make more sound decisions. Secondly, tailoring the risk of the portfolio specific to the individual client eliminates surprises and reduces the risk of making a mistake. These are the foundations of our investment strategy for every client and find it to be very successful in the long run.