When it comes to investing, the disciplined approach pays the greatest dividends and creates a life well lived.
We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we will implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.
As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.