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Evensky & Katz, LLC

Mission statement:

To partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. We are fiduciaries. We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

Profile:

Our Firm provides fee-only wealth management and financial planning services to corporate executives, professionals, physicians, business owners, retirees and other affluent clients. We utilize a team approach in developing and implementing a customized Investment Policy Statement driven by a goals based capital needs analysis. Financial planning services include review and coordination of estate, risk management and income tax planning. Recommendations are based solely on a client's specific needs and circumstances and are conflict of interest free as the firm receives no commissions or remuneration other than the fees paid to us directly by our clients. We acknowledge and embrace our role as fiduciaries for our clients. The firm is registered with the U.S. Securities and Exchange Commission. All advisors are either CERTIFIED FINANCIAL PLANNER licensees or are pursuing the designation. All are active members of The Financial Planning Association.

Overview:

Evensky & Katz is a nationally respected wealth management firm with over 25 years experience, understanding and responding to the unique needs of our client base, which ranges from corporate executives to physicians, entrepreneurs and retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused, educated financial advice.

Do You Need a Financial Planner?
The short answer may seem like a reference to the famous "if you have to ask..."joke, but the truth is, if you feel you might need a financial planner, then you absolutely do. Because the immediate benefit of a trusted and capable financial advisor is peace of mind; the peace of mind that comes with knowing that your assets are well managed based on a professional financial planning process and in accordance with your goals, wishes and dreams.

Finding the Right Advisor
Like any relationship, finding a partner to assist you and your family with financial planning requires good communication and chemistry. Ultimately, your selection of a financial planner should be driven by the level of
trust you feel with your advisor.

Here are some of the questions you might want to ask.......

   What size firm fits your needs? Can you afford to rely on a sole practitioner? Will the value of your portfolio get you the attention you deserve from a large national firm?
   What is the firm's area of expertise? Is it relevant to your particular situation and broad enough to cover your needs?
   How do they get paid? Can you be sure they will have your best interest in mind and not advise you just to sell a product? Will they acknowledge, in writing, that they will act in a fiduciary capacity and will place your interests first?
   Are they CERTIFIED FINANCIAL PLANNERsTM? Advisors with the coveted CFP® certification must meet specific requirements related to financial knowledge, industry experience and ethical guidelines. Only CFP® practitioners can provide the broadest range of financial advice.

More Than Advisors, We Are Planners
Our team approach will help you:

   Organize your financial life.
   Develop an investment policy that balances returns and your personal risk tolerance.
   Match your investments to your personal goals.
   Plan your financial future and your legacy.
   Stay informed of changes or opportunities in your financial situation.
   Access another "brain" to help you in your decisions.
   Facilitate difficult family discussions.
   Enjoy the peace of mind that comes from expert and trusted advice.

Minimum Investable Assets: $1.25 million

Net Worth of largest client: $100 million

Asset Under Management: $550 million

Toll Free: +1 800 448 5435

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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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