Asset Management
What is asset management?
Asset management is the practice of actively investing money on behalf of clients. Asset managers are fiduciaries who work to increase wealth over time, following a personalized plan that reflects the client’s risk tolerance and financial goals. This may include growing client’s wealth through strategic buying and selling of stocks, bonds, ETFs, and other assets.
Who is asset management for?
Asset Management is best suited for individuals, families, and institutions with significant assets and complex financial situations who need professional help growing and preserving their wealth. They are a particularly good fit for those who lack the time, expertise, or desire to manage their own investments in the market.
Who to trust.
Bent Tree Trust Advisors founder and fiduciary, Collin LaFollette, CEP® (Certified Estate Planner), has 30 years of experience helping those with high net worth focus on growing assets, managing risks, and mitigating, minimizing or eliminating taxes now and for future generations using little known but highly effective tax and estate planning strategies.