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Powell Investment Advisors

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Powell Investment Advisors

Overview:

Powell Investment Advisors is an independent registered investment advisor with the SEC specializing in wealth management and advisory services for business owners, families, trusts and corporate pension plans. Our financial advisory team makes recommendations tailored to our clients’ individual risk profiles based on rigorous research and screening of investments. Powell Investment Advisors utilizes an open architecture platform and is free of obligations to promote or select proprietary mutual funds or investment products.

Powell Investment Advisors is committed to providing unbiased advice and prudent strategies for investing. Our mission is to assist you in managing time horizons and market volatility by implementing asset management strategies designed to maximize wealth, maintain investment expectations, and minimize investment risk relative to your financial goals. Our services are always tailored to your unique needs.

History:

In 2010, Earl W. Powell decided to make his family office more available. In the years following the great recession, a few of his colleagues and friends asked for help managing their personal assets because they were disappointed with their asset managers. In part because of these requests, we created Powell Investment Advisors (“PIA”), an SEC Registered Investment Advisor, that provides comprehensive wealth management and investment services.

PIA’s investment approach is centered on growing wealth over time, with an intense focus on preservation of capital. PIA is a “family business” that devotes personal attention to each client’s portfolio.

PIA offers unique advantages, such as:

   comprehensive investment management services including: investment policy design, manager selection & due diligence, portfolio construction and ongoing monitoring
   open architecture to invest in any investment vehicle, external manager or asset class
   direct access to the portfolio managers making the investment decisions
   custom monthly performance reporting that summarizes complex accounts onto a single page that is easy to understand
   personal knowledge of family history and future goals
   daily communication / market commentary
   low fee profile

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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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