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MFA Asset Management

Overview:

Welcome to MFA Asset Management, an affiliate of MFA – Moody, Famiglietti & Andronico. MFA Asset Management is an SEC Registered Investment Advisory Firm. We hold ourselves to a higher standard in our mission to deliver unparalleled service to the discerning investor who is seeking more from their financial partner. Individual and institutional investors turn to MFA Asset Management for thoughtful and intelligent wealth stewardship. To us, it’s all about helping our clients attain financial security for themselves, their families and their employees.

Whether you are a business working to meet your investment planning and fiduciary responsibilities, an individual saving for retirement or an investor seeking all the elements of a sustainable financial plan, MFA Asset Management offers a broad suite of services to assist you in building, preserving and managing your wealth..
Wealth Management

We take great care in guiding our clients through asset allocation, investment management and the multi-disciplinary planning that connects tax, retirement, risk management, and estate and philanthropic strategies with their deepest and most profound life goals.

   Investment Management
   Financial Planning
   Retirement Planning
   Tax Insight
   Risk Management and Insurance
   Inheritance, Estate and Gift Planning
   Philanthropic Advisory

Institutional Consulting

At MFA Asset Management, we offer a unique set of advisory services that help plan sponsors understand and effectively manage their complex retirement plan, including issues concerning plan investments, operational compliance and fiduciary liability. We assist plan sponsors and other fiduciaries with the definition, implementation and ongoing monitoring of a clear and prudent process that maximizes plan efficiency, ensures compliance with ERISA’s rigorous standards and allows for the delivery of a best-in-class retirement plan for their employees.

   Fiduciary Process Management, Guidance and Compliance
   Institutional Investment Consulting
   Retirement Plan Provider Search, Benchmarking and Implementation
   Retirement Plan Participant Education

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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