Townsend Asset Management
Investment Company in Raleigh, NC
Townsend Asset Management is a complete wealth management company dedicated to guiding and advising our customers towards the accomplishment of their family, financial and life goals. We design and implement strategies to create, grow and conserve wealth, while providing an unprecedented level of personalized service and expertise. We encourage you to browse our site and learn more about the services we supply. Should you have any questions or would like more information on our company, please feel free to email or call us.
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Townsend Asset Management
read moreWe believe investment strategy must be based on your unique goals. In the course of achieving reasonable income or growth, your risk tolerance, financial circumstances, and time horizon must also be taken into consideration. With the understanding that each client's situation is unique, Financial Planning provides in-depth analysis, guidance, and recommendations in areas such as: Family goals and life issues Investment analysis and asset allocation decisions Education cost funding Tax reduction strategies and cash flow.
Investment Management
read moreInvestment Management provides ongoing, active management of our client's investment portfolio. We utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. We discuss our financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. The client's portfolio is managed within the overall guidelines of this Investment Policy Statement.
Consulting
read moreConsulting is a service that we offer on a broad range of financial issues including tax, retirement planning, estate planning, investments and managing assets at multiple places.
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