Advisory Service
Somerset Asset Management's advisory investment management service is for those who prefer a more "hands-on" approach to managing their wealth and is geared toward those with a firm understanding of financial markets or who have the time to spend actively researching investment choices.
Whether your focus is on growing your wealth or preserving it, our advisory service gives you greater direct control while benefiting from professional support and guidance.
This select service is aimed at more experienced and higher-net-worth investors, using a broader range of investments and highly custom portfolios that address the needs of a more sophisticated financial profile.
As with all investment services, we begin with a thorough, in-depth evaluation of your current financial situation and discuss your goals, risk tolerance, and any other factors that could affect how we manage your portfolio. By understanding all areas of your finances, we can create a portfolio that is both personal and supports your long-term objectives.
Key Benefits of Our Advisory Service
Your portfolio is constructed to align with your unique goals, risk tolerance, investment timeline, and preferences, ensuring an optimal asset allocation strategy.
Gain access to investment options and market insights typically reserved for institutional investors, opening up new avenues for growth.
We accommodate your values by building portfolios with specific exclusions, such as certain industries, sectors, or companies.
Stay informed about your portfolio through regular updates, direct communication with your investment manager, and secure online access for real-time monitoring.
We employ advanced strategies to mitigate risk, protecting your portfolio against market volatility and economic uncertainties.