Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency in the State of Florida.
Fendz Asset Management offers investment & insurance advisory services to individuals, banks and thrift institutions, profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
Fendz Asset Management possesses significant experience in the domestic and international financial services marketplace and is also closely associated with a vast network of local seasoned professionals & world class institutions. Our team of professionals & institutional service providers complement Fendz Asset Management client’s needs in various facets of the asset management process and include attorneys, certified public accountants, bankers, brokers, insurance specialist, pension experts, realtors and others. Collectively, Fendz Asset Management can provide the breadth of expertise and insight to analyze and make prudent recommendations on a broad spectrum of asset management & insurance topics. This process will ensure that Fendz Asset Management will create and execute a proficient and comprehensive strategy to protect, capitalize and monitor financial plans for its US & Non-US clients.
As a fiduciary, we not only personally pledge to always put our clients' interests first, but also embrace our legal obligation to do so. We custody through Pershing LLC (a subsidiary of The Bank of New York Mellon), Charles Schwab, Altruist and Betterment Securities, all members of FINRA/SIPC. In addition, we represent some of the industry's largest insurers including AIG, Fidelity and Guaranty, Pacific Life, Allianz, Athene, and others. For more information on these companies, you can click on the icons above.
© 2024 | Fendz Asset Management ®
Fendz Asset Management, Inc., is an independent registered investment advisory firm and insurance agency in the State of Florida.
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