Aaron Schumm’s Post

Celebrating a Milestone with Gratitude: PEAKHOUSE Asset Management's Journey   Today, we stand humbled and filled with gratitude as we share a significant moment in our journey at PEAKHOUSE Asset Management Limited. In a mere six months since our inception, we have achieved a remarkable milestone - surpassing the US$100 million mark in assets under management (AUM). 🌟   🌱 A Humble Beginning: Our journey commenced with a simple vision: to provide comprehensive wealth management services that align with your unique aspirations. Though we started small, our unwavering commitment to your financial well-being has always been at the forefront.   🤝 Your Trust, Our Strength: This achievement is not solely ours; it belongs to every client, partner, and team member who placed their trust in us. Your belief in our philosophy and our dedication to your financial success has been the cornerstone of our growth.   💼 The Essence of PEAKHOUSE: What makes PEAKHOUSE special is our commitment to you. We strive to offer a world of possibilities in wealth management, always tailored to your needs. Our aim is not simply to meet your expectations but to exceed them.   🌐 The Journey Ahead: As we take this moment to celebrate the milestone, we also look ahead with renewed determination. Our commitment to helping you in achieving your long-term financial goals remains steadfast. There are countless opportunities to explore, and we're thrilled to share these new horizons with you.   🥂 Joining Hands in Celebration: We invite you to join us in celebrating this milestone, not merely as a measure of our success, but as a reflection of the trust you've placed in us. Your support and feedback have been invaluable on this journey.   📞 Connect with Us: If you're curious about how PEAKHOUSE can elevate your financial journey, please reach out Harold S. Ian Wong. We're here to serve you with the same humility and dedication that have brought us to this point.   Thank you for being an essential part of our PEAKHOUSE family. 🌟   YOUR WEALTH, OUR COMMITMENT, YOUR LEGACY.   #PEAKHOUSE #AssetManagement #WealthManagement #FinancialJourney #Gratitude #MilestoneCelebration #AUM #Alternative

Another exciting partnership!   Our mission to bring End-to-End Revenue Management to US Wealth Managers continues! Another big step towards that goal.   Through this partnership and integration we are bringing fee billing at scale to firms using the Vestmark Portfolio Management Platform, helping those firms and their financial advisors to excel.   Stay tuned for more updates as we embark on this journey with our friends at Vestmark! #portfoliomanagement #revenuemanagement #WealthManagement #wealthtech

Principal Asset Management, Mercer Hire New CIOs Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced CIO practice, the companies announced on Tuesday. #retirement #retirementplanning #definedcontribution #definedbenefit #401k #equities #cio #investments #outsourcing

Asset management planning is an essential part of maintaining compliant aged care facilities. To learn more about developing and implementing a great asset management plan, we spoke to MDFM, Australia's only specialist aged care and retirement living industry facilities management organisation. More: https://lnkd.in/gCEv7Xmc #agedcare #assetmanagement #assetmanagementplan #retirementliving #agedcarenews #agedcareaustralia

Understanding Asset Management vs. Wealth Management A person with a complex portfolio structure often needs the help of a professional to choose the best strategy for further development. The assistance of an expert will be useful for beginners who are just taking their first steps on the stock market and want to avoid common mistakes. It should not be rejected by middle-income people who want to secure their retirement. The financial industry offers two types of services, the differences between these services are not always obvious. We will compare the concepts of asset management vs wealth and consider their similarities and differences. We will also tell you how to understand what kind of expert a particular person needs. Let us give advice on choosing an asset or wealth manager. #investing #assetmanagement #wealthmanagement #beatmarket #stockmarket Read full article at: https://lnkd.in/eT-_hn6W

@Buddy Hodges, Connector @Gabrielle Pike Sal Acosta Asset Management Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have potential to grow in value. An asset manager initially meets with a client to determine what the client's long-term financial objectives are and how much risk the client is willing to accept to get there. From there, the manager will propose a mix of investments that matches the objectives. The manager is responsible for creating the client's portfolio, overseeing it from day to day, making changes to it as needed, and communicating regularly with the client about those changes. Asset management has a double-barreled goal: increasing value while mitigating risk. That is, the client's tolerance for risk is the first question to be posed. A retiree living on the income from a portfolio, or a pension fund administrator overseeing retirement funds, is (or should be) risk-averse. A young person, or any adventurous person, might want to dabble in high-risk investments. Most of us are somewhere in the middle, and asset managers try to identify just where that is for a client. Regardless of your long-term financial objectives or how much risk you are willing to accept to get there, schedule a complimentary consultation, or schedule a complimentary financial analysis, by using the following link: https://lnkd.in/gAcJQ8ZD #qualityoflife #passion #motivation #recognition #praise #teachers #teachertransition #businessplan #teachers #retirement

🧩 The Puzzle of Improving Communities: RetireAustralia's Asset Management Solution”. So, how do retirement living operators go beyond compliance and actually make an impact on their communities? Steve Gibbs and the team at RetireAustralia have cracked the code! Discover their strategies for effective asset management and innovation in our latest case study. 👉 Get inspired: bit.ly/3r3EEIF   #retireaustralia #customersuccess #assetmanagement #empowertomorrow

🚀 Unlock the potential of goals-based wealth management! Join our exclusive webinar with Franklin Templeton as we explore how to bring a goals-based approach from theory to practice. Register now:

When considering Living Annuity policies, knowing the associated fees is crucial. With Mianzo Asset Management, your peace of mind is a top priority. The fees for these policies are structured in a transparent manner, with an ongoing policy fee that correlates with the size of your investment, ensuring you only pay for what you need. What sets us apart is our commitment to flexibility and cost-efficiency. You can switch investments anytime without incurring additional fees, allowing you to adapt to changing financial goals. Moreover, if you decide to transfer your Living Annuity to another provider, Mianzo Asset Management stands out by not imposing any hidden fees or penalties. This flexibility and transparency in fee structures make Mianzo Asset Management a valuable partner in navigating the complexities of Living Annuity policies, putting your financial well-being at the forefront. Mianzo Asset Management | an Authorised Financial Institution | FSP43114 The information in this document does not constitute advice. IT IS ADVISED THAT BEFORE ANY INVESTMENT DECISION IS MADE, THE READER CONTACTS THEIR ADVISOR FOR A COMPREHENSIVE INVESTMENT PROPOSAL. T's and C's apply. www.mianzo.co.za #MianzoAssetManagement #annuities #investments

At Sapiat Asset Management, your dreams are our blueprint. Our comprehensive financial planning is tailored to your aspirations—from a comfortable retirement to funding your next big adventure. Every step is meticulously stress-tested to withstand life's uncertainties. #ComprehensivePlanning #Stresstested #FinancialPlanning