Concour : The Managed Assets Group

Notre activité :

Our goal at The Managed Assets Group is to be your most trusted advisor for our integrity, our professional knowledge and our personalized service.

The Managed Assets Group was founded on traditional values; hard work, loyalty, uncompromising quality and personal service. When we assist you in managing your money, you get all of this and more. From the moment you enter our office until the time you leave, you are our guest. You will receive not only financial information and sound advice, but a genuine interest in your well being and friendly conversation.

We are passionate in helping assist our clients in the accumulation, preservation and distribution of wealth. We help organize your assets, plan your asset allocation strategy, review your insurance, financial, and estate plans to simplify, consolidate, and integrate every aspect of your financial future. We are dedicated to uncovering what is truly important in your life.

High net worth individuals, businesses, foundations, endownments.

no reds or shades of red. Any other option is ok. Our current logo has dark grean and gold.