Tower Asset Management provides a set of services and company held values that we believe will help our clients achieve their financial goals. Specifically, we provide the following ongoing services:

PHILOSOPHY

• Manage market risk through disciplined portfolio management.
• Build a portfolio based on individual investment objectives, risk tolerance, time horizon, income needs and tax efficiency.

ACCOUNTABILITY

• Monitor your financial progress through quarterly performance review reports that are comprehensive and easy to understand.
• Periodic personal client meetings or conference calls to review your portfolio and objectives.

DISCIPLINE

• Develop an Investment Strategy which acts as the foundation for the portfolio management process.
• Implement and adhere to the portfolio methodology and allocation to discourage emotional decision making.

RESEARCH

• Team of competent and knowledgeable equity and fixed income professionals overseeing execution of account.
• Extensive proprietary and external research coverage.
• State of the art trading, account management, research tools and databases.

EDUCATION

• Educate our clients to better understand market fundamentals and actions rather than hype
• In depth reviews of security positions to assist clients in understanding what they own and why they own it.

We invite you to learn more about Tower Asset Management and the extensive services offered to investors through this website or by contacting us directly.