Meet the Strategists, Client Service Professionals, and Asset One Portfolio Management Team© of Asset One.
Your Colorado Team
Your Louisiana Team
Asset One Portfolio Management Team©
Asset One was founded in 1994 to provide personalized portfolio management services to high net worth individuals. With our unique Portfolio Management Team© of investment managers, and our expert strategists, and client service representatives, our clients enjoy personalized service and custom investment management to meet their financial goals.
Investment advisory services are offered through Asset One, LLC. Securities are offered through Girard Securities, Inc. a registered Broker/Dealer and member FINRA/SIPC. Asset One, LLC is registered investment advisor not affiliated with Girard Securities, Inc.
As noted in the individual profiles of the Asset One team, many of our strategists and advisors carry specific certifications. The following provides some information about those designations. Our team members participate in professional education programs every year to make sure we are providing the most current information and advice to our clients.
The CERTIFIED FINANCIAL PLANNER™, CFP® are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Learn more at http://www.cfp.net
Chartered Life Underwriter (CLU®) is an insurance designation created in 1927 by the American College in Bryn Mawr, Pa. The CLU®; has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes. More information is at www.cluhigheststandard.com.
Chartered Financial Consultant. A financial planning designation for the insurance industry awarded by the American College of Bryn Mawr. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. More information at http://www.chfchigheststandard.com
Series 7 Examination
Individuals who want to sell any type of securities must take the Series 7 examination—formally known as the General Securities Representative Examination. Individuals who pass the Series 7 are eligible to register with all self-regulatory organizations to trade. The Financial Industry Regulatory Authority (FINRA) administers the Series 7 examination.
Five Star Professional Wealth Manager
For detailed information about the research and criteria consideration click: FiveStar Wealth Manager Research. No fee is required to participate in the Five Star Award Process. The basis of this award relates to client experiences and may not be representative of any one client’s experience and is not indicative of future performance. Award winners are vetted with the following criteria.
Colorado 303-751-8859 Louisiana 985-727-2834
Securities offered through Girard Securities, Inc. a registered Broker/Dealer and member FINRA / SIPC. Investment advisory services offered through Asset One, LLC. A registered investment advisor not affiliated with Girard Securities, Inc.