Our Fiduciary Relationship

PERSICO Asset Management believes that the Independent Registered Investment Advisory (RIA) platform of wealth management solves a critical void by providing a meaningful fiduciary partnership on which to build your financial success.  New clients typically come to us from larger firms that lack the fiduciary level of trusted advice and are seeking a more personal relationship where we know who you are and what you want your future to look like. Other relationships emerge from the DIY investor who seeks a more professional and comprehensive approach to the complex strategies used to secure their financial future.

As a FIDUCIARY, we are bound both legally and ethically to act in your best interest, and therefore put your interests ahead of those of our firm.

We work with individuals, organizations, and trustees from all over the country, but generally from the Mid-Atlantic region. Our clients may initially be focused on retirement assets, college funding, trust management, employer sponsored retirement plans, or managing the finances of aging family members, but ultimately find significant value in a comprehensive financial review. Therefore, the procedural plan for each client may vary due to the complexity of individual situations. Once we identify an appropriate structural plan, we can then develop strategies commensurate with your various goals and objectives.

“The framework of success is founded in a disciplined approach.”