Asset and Equity Group – We are your finance partner for growth

Asset and Equity Group – building resilient portfolios

Our approach is to fundamentally question how quality is created, how to enhance value, identify synergies, capitalize on efficiency, and maximize potential. Then we can enjoy bringing creativity and expertise to a deal and execute it in our own way With over 55 years of combined investment management experience, we have continued to provide cutting edge solutions that help our customers go further and get ahead. Through prosperity, recession, and a pandemic, customers have turned to Asset and Equity Group for the solutions needed to build and manage wealth across multiple generations.

Our Mission

We are on a mission to add value as a diversified financial services group to help our clients reach their financial goals. We achieve this through our investment strategies and principles, adhering to our values, and offering employees a challenging and rewarding place to build a career.

Our Vision

To be a leading diversified financial services group that leverages technology and innovation to reach hundreds of millions of people globally.

Our Values

Excellence

We aspire to nothing less than excellence, consistently striving for exceptional performance and innovation aimed at achieving outstanding results for our clients, our shareholders, and our company.

Partnership

We prioritize collaboration and value diversity, creating a culture that fosters inclusiveness, teamwork and an entrepreneurial mindset in the pursuit of professional and personal excellence.

Integrity

Our reputation for integrity is one of our most important assets. We hold ourselves to standards that not only meet those required by the laws and regulations that apply to us, but also to our principles, which are rooted in exceeding our clients’ expectations.

Customer-Centric

We lead with a customer service mindset, understanding that the customer is at the center of what we do, enabling us to anticipate and adapt to the needs of our clients and consumers by delivering thoughtful, innovative solutions.