Power Asset Management is a boutique registered investment advisor and asset manager specializing in fixed income management for high-net-worth individuals, families, and their advisors. We build individually tailored portfolios using individual bonds and select fixed income ETFs with the goal of serving as the foundation of the conservative portion of an overall asset allocation. In select relationships, Power Asset Management also provides wealth consulting as a complementary extension of the core investment relationship.
WHAT MATTERS
Exceptional Service
WHY POWER?
Empowering you with modern approaches
Fixed Income Management The firmʼs core focus is fixed income portfolio construction for high-net-worth individuals and families. Portfolios are built using individual bonds and a selective range of fixed income ETFs, tailored to the specific objectives, liquidity needs, risk parameters, and tax considerations of each client.
Working With Clients and Advisors Power Asset Management works directly with clients and also alongside their attorneys, accountants, trustees, and other trusted advisors. This collaborative approach helps ensure that fixed income strategy fits within the clientʼs broader financial structure and long-term planning priorities.
Wealth Consulting In select situations, the relationship may extend beyond portfolio management to include limited wealth consulting. This is a complementary offering, not the primary identity of the firm, and is designed to support broader decision-making where it adds value to the investment relationship.
WHAT MATTERS
Delivering results
WHY POWER?
Empowering you with modern approaches
We employ modern strategies and deliver innovative tools that drive growth, foster innovation, and create a sustainable competitive advantage.
Our approach is tailored to meet the unique needs and challenges of your life, leveraging your brand and fostering your business.
WHAT MATTERS
You and your goals
OUR NETWORK
Partners
Our network of partners is built on strong collaborations with leading law firms, cutting-edge technology providers, and top tier accounting firms. Together, we are dedicated to driving the growth and success of you as a business, creating a thriving environment for any and all your needs.
Force multiplying partners.
Clients
Our clients serve as the back bone of our collaborative efforts. Each client and their business represents a leveraging force within our client and partner network. With Power Asset a client is not only a client, but rather a repository of experience, capital and resources that can be unleashed throughout our eco-system.
Networks create synergy.