Asset Management Services Inc

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Description

We look to encompass every aspect of our client's life when helping them formulate a plan for their finances. We do not want to provide clients with only bits and pieces of their finances; we want to provide clients with a holistic view.

Safe Harbor-AMS strives to provide clients not only with the best advice, but with the best experience. We will travel to you, meet you half way, or you can come to our office. Being that Safe Harbor AMS is a smaller firm, we are able to provide personalized service for all of our clients. We attempt to accommodate all of our client’s needs.

Brokers provide disclosure of their fees through a prospectus, which can be difficult to understand if you do not have experience with investments. AMS provides full transparency of all our fees and costs. We will discuss all aspects of our fees with you so you know where every penny of your money is going. We also provide fee reports which show full transparency on all the fees you are paying.

AMS uses a 3rd party custodian for your assets. We do not keep your assets in-house. This gives us limited power over your assets; we have the power to buy and sell securities on your behalf, move funds between your accounts, and to have funds sent directly to you. Brokers may also serve as a qualified custodian with direct access to the cash and securities maintained in client accounts, which may pose additional risks associated with misappropriation or loss of the assets maintained in these accounts.

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