Call Us Now: 941-748-8680
An Investment Manager You Can Trust
Planning for retirement? Already in retirement? Are you seeking a professional team to develop an investment portfolio or build upon an existing one? Are you looking to establish a long-term relationship with an investment manager working in your best interest to help you meet your financial goals? If the answer is yes to any of these questions, then look no further than Peninsula Asset Management. We have been providing wealth management services since 1982. We know that you have worked hard for your money and we pledge to work just as hard for you. If that kind of commitment is what you are looking for in your investment manager, we invite you to call or visit with Peninsula Asset Management.
We Develop and Manage Customized Portfolios to Suit Individual Client Needs
Peninsula Asset Management is independently owned and operated by experienced investment portfolio managers. From its beginning in 1982, our firm has provided customized portfolios and personalized service tailored to meet the individual investment needs of each client. Our goal is to help clients identify and achieve their immediate and longer-term investment goals. To design and structure investment portfolios for our clients, we take into consideration each individual’s objectives, time horizon, tax situation, risk tolerance, and other unique circumstances. Portfolios can be developed with a wide range of purposes, from providing a secure current income to maximizing longer-term growth of capital.
We Have A Fiduciary Duty To Clients
Peninsula Asset Management offers investment management services for Individuals, Trusts, IRA’s, Charities, Endowments, Foundations and Retirement Plans. The Firm is registered with the Securities and Exchange Commission in accordance with the Investment Advisors Act of 1940 and acts as a Fiduciary for all of its clients.
For more information, or to schedule a consultation, call us today at 941-748-8680.
