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Taking Charge of Your Finances: Understanding Asset Management

by AOG Wealth Management

What’s asset management all about? Take a look at this article from theiam.org:

ISO 55000 defines Asset management as the “coordinated activity of an organization to realize value from assets”.

Asset Management involves the balancing of costs, opportunities and risks against the desired performance of assets, to achieve the organizational objectives. This balancing might need to be considered over different timeframes.

Asset Management is the art and science of making the right decisions and optimizing the delivery of value. A common objective is to minimize the whole life cost of assets but there may be other critical factors such as risk or business continuity to be considered objectively in this decision making.

Sounds tricky? It is, especially if you don’t know what you’re doing. This is why it is best to leave your money and assets to an expert Potomac asset management specialist. Only professionals have the experience necessary to help protect your assets without hindering your growth potential. You wouldn’t entrust your hard-earned money to just anyone, right? Working with certified experts will give you security and peace of mind, knowing that your money is in good hands.

AOG Wealth Management relies on its experience in the industry to provide thorough asset management in Washington DC, offering individualized service to ensure your financial needs are addressed with precision. Planning to build a retirement plan? Want to invest on mutual funds? Preparing for a college fund for your kid? Whatever kind of goal you might have, AOG Wealth Management is here to help you gain better control over your assets so you can steer them in the right direction. All fees and commissions arising from recommended investments are disclosed for purposes of transparency to the client. Call today to learn about AOG Wealth Management services available in your area.

(Article Excerpt from “What is Asset Management?”, The Institute of Asset Management)

Securities offered through Kalos Capital, Inc. located at 11525 Park Woods Circle, Alpharetta, Georgia 30005 and/or TD Ameritrade Institutional Services located at 5010 Wateridge Vista Dr., San Diego, California 92121-5775. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.

Category: Blog, Press Releases