Call Us Now: 941-748-8680
Customized Portfolios and Personalized Services
Peninsula Asset Management, a Registered Investment Advisor, was founded in 1982 and is owned and operated by experienced investment portfolio managers. From its beginning, our firm has provided customized portfolios and personalized service tailored to meet the individual investment needs of each client we serve. When you work with Peninsula, you deal directly with the owners of the firm.
We are a fee-only investment advisor. We are not brokers. We do not work on commission and do not sell any investment or insurance products such as mutual funds or annuities. We provide an ongoing investment management service and have a
Fiduciary Duty
to our clients. We act solely in the best interest of each client and are obligated by law to do so. Our management fee is transparent, easy to understand and aligns our success with yours.
An Independent Firm that Makes Decisions on Behalf of Our Clients
We are objective. We are an independent firm and are not associated or affiliated with any other companies. We make all of our investment decisions on behalf of our clients and perform our research and analysis in-house.
We never hold or take possession or your cash or securities. All client accounts and assets are held at a a third-party firm such as Charles Schwab & Company, which serves as the independent custodian for the account. As a client of Peninsula, you retain full and complete access to and control of your investment account. While we manage the investment account on your behalf, you always have on-line access to your account and are provided with monthly statements directly from the custodian. This helps ensure that your assets are fully protected at all times.
For more information, or to schedule a consultation, call us today at 941-748-8680.