A customized, private wealth management service for individual investors.
At Astor, we understand that your wealth is not simply money. It is the roadmap of your past challenges and the milestone of your present success. You have the vision; we have the fortitude to stay the course.
Within Astor’s Private Client Group, your portfolio will be placed in our experienced and capable hands where you are assured every venture will be treated with integrity.
As your personal advisor, our relationship begins as we work closely with you to analyze your current asset base, assess your risk tolerance, and define your long-term goals. We ask the right questions and then look to supply the right answers. We develop a long-term strategy that aligns your financial goals with your life goals, helping you to meet your objectives for personal fulfillment and security.
Ultimately, we strive to eliminate the stresses associated with strategic financial planning and asset management, leaving you at leisure to enjoy your personal achievement.
We do realize things can change. This is why, as your personal advisor, we will review your portfolio on a consistent basis, working to ensure that your goals are met, regardless of market conditions.
The Astor Private Client Group. We are here for today and for the road ahead.
Your Toolbox
As an Astor client you will enjoy the benefits that come with a dedicated and experienced advisor.
First, you will receive a complimentary “lifestyle” review. Then, we will create an investment plan tailored to your personal situation.
Through our introducing broker dealer, Waterstone Financial Group, your personalized investment plan can include:
Planning and Services
- Stock Trading Programs
- Equity Research and Recommendations
- Investment Allocation
- Retirement Planning
- Tax and Estate Planning
- Risk Management
- College Planning
- Online Client Access to Accounts
- Performance Reporting
- Fee Based Accounts
Products
- Mutual Funds
- Fixed and Variable Annuities
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Options
- Certificate of Deposits (CDs)
- Cash Management Accounts
- Fixed Income Investments
- IRAs and Qualified Retirement Plans
- Personal and Business Insurance
- College 529 Plans
- Managed Accounts
Trading
Astor Asset Management through our introducing broker dealer, Waterstone Financial Group, has a clearing relationship with Pershing®
Pershing® is a world leader in providing correspondent financial services, and has been synonymous with high-quality trade executions for nearly 60 years. They maintain active relationships with more than 850 financial organizations worldwide. Pershing provides everything from fast, precise trade execution and settlement to the accurate, timely preparation of your brokerage account information and statements, applying state-of-the-art technology at each point.
Call us today at 800.899.8230 to set up an appointment or click here to request more information on the Private Client Group.
