Costa Mesa, CA (PressExposure) May 05, 2008 -- Private Asset Advisors announces the rollout of a new website for its Registered Investment Advisor (RIA) firm, at [http://www.privateassetadvisors.com]. The website is designed to provide information about the business model, support services and products available to experienced financial advisors through Private Asset Advisors and its affiliate independent broker-dealer, Private Asset Group. Private Asset Advisors and Private Asset Group have experienced dramatic growth in its inaugural year. The website has been created to support the next phase of expansion, recruiting experienced investment advisors.
Private Asset Advisors and Private Asset Group were created as a dual platform: an RIA firm for traditional investments and an independent broker-dealer firm for alternative, private income investments, creating diversification for both advisors and their clientsâ portfolios. A world class clearing platform ensures that advisors have access to stocks, bonds, mutual funds, as well as comprehensive tools for fee-based asset management. The broker-dealer, in conjunction with 80 sponsors, offers private income investments such as non-traded REITs, funds, notes, debentures, energy, and Tenant In Common real estate; having income and greater stability than the stock marketâs current volatility.
Director, Trevor Lattin, said âIt is a trend now. Financial advisors are out-migrating from wirehouses and other firms where product-centricity and conflicts of interest abound. We formed Private Asset Advisors and Private Asset Group to provide an efficient, âall businessâ platform for the independent advisor. We are excited to roll out our new website, as our firms grow to the next level in 2008.
âWe look into the future and see millions of Baby Boomers retiring and needing expert financial advice. For these clients, income becomes more important than owning stocks and mutual funds. Our firm provides a rich diversity of products for clients seeking stabile, income generating investments, often with tax advantages and wealth retention strategies.â
The new website focuses on the firmâs core values of Wealth, Independence, and Legacy:
Wealth - Advisors grow their current book significantly with our dual platform; clients value the wide range of top income-focused, tax-advantaged investments the advisor bring to the table
Independence - Advisors grow their own brand or operate under our brandâ¦free to serve clients in their own book without bureaucracy, politics, and low payouts. Local compliance approvals help close client business faster.
Legacy - Advisors build a legacy for their clientsâ wealth as well as for their own wealth by building a marketable asset in their book of clients. It can be sold or passed down in the future.
Experienced advisors with an independent, client-centric focus on the future of their client business can learn more at [http://www.privateassetadvisors.com].
### About Private Asset Advisors
Private Asset Group, an independent broker-dealer, and its affiliate, Private Asset Advisors, a Registered Investment Advisor, were founded in 2006. The companies are privately held and headquartered in Costa Mesa, CA. The dual platform firm (RIA and broker-dealer) provides financial advisors with a robust product line products for clients: traditional fee-based products such as stocks, bonds, mutual funds, annuities, and insurance as well as alternative, private income investments such as non-traded REITs, funds, notes, debentures, energy, and Tenant In Common real estate from over 80 sponsors. With a world class clearing firm and diverse product platform, the boutique firm provides an excellent career path for independent, experienced advisors across the country. For more information, please contact:
Trevor Lattin 949-362-1031 Trevor@privateassetgroupinc.com
Peg Render 925-388-4906 Peg@privateassetgroupinc.com