We can provide a unique service for the financial advisor who wants to add separately managed accounts to his or her practice.
Our sub-advisory services are supported by our in-house system capabilities, operational expertise and experienced staff.
Ashton Global is a leading wealth management firm that provides customized portfolios and commingled fund offerings fully supported by our research and risk management teams.
Our portfolio managers provide active management based on the financial plan that you have established with your clients.
- When working with Ashton Global, you will always remain the principal point of contact with your underlying clients.
- All portfolio and transaction information can be accessed via a secure online portal made available to all parties at the inception of the relationship.
- Annual reviews, conference calls, and investor forums are available to regularly communicate our investment strategy to your clients.
Clients we serve
- Sovereign Entities
- States and Municipalities
- Family Offices
- Fund of Funds
- Pension Funds
- Taft-Hartley Plans
What we offer
- Commingled Funds
- Separately Managed Accounts
- Alternative Investments
- Sub-advisory Services
- Exchange-Traded Funds