Personal Asset Management

At Personal Asset Management, our commitment to you is unwavering. We understand that your financial well-being is of utmost importance, and we are dedicated to providing you with personalized investment guidance and comprehensive portfolio management. As a Fee-Only fiduciary investment advisor, we operate with transparency and integrity, putting your interests above our own.

About Us

Our practice is founded on over 35 years of experience in the investment industry. Our Senior Portfolio Manager, Dena M. Minning, is a seasoned professional with a proven track record of providing sound investment advice and portfolio management strategies to high net worth individuals. Holding the esteemed titles of CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner), Dena is well-versed in investment theory and practice.

As a member of NAPFA (National Association for Personal Financial Advisors), Dena adheres to the highest standards of professionalism and ethics. Her extensive experience includes over ten years as a discretionary Portfolio Manager for Merrill Lynch Investment Managers and Barnett Trust Company, where she managed and reported on performance of portfolios totaling over $400 million.

What You Get From Us

As your trusted investment partner, we offer a full suite of financial planning and portfolio management services, including:

Review of your current portfolio holdings, cost basis, performance, and risk characteristics

Identification of your risk tolerance and risk capacity

Development of an appropriate investment strategy, including asset allocation

Proactive monitoring of your portfolio's performance and adjustment of strategy as needed

Ongoing communication and portfolio updates

How We Work

At Personal Asset Management, we prioritize transparency and honesty in our interactions with clients. Our fee structure is straightforward, with no hidden commissions or biases. As a Fee-Only advisor, we operate on a flat fee basis, ensuring that our interests are aligned with yours.

Our Commitment to You

As your trusted advisor, we pledge to:

Always put your interests before our own

Present a balanced and thoughtful perspective

Provide complete fee transparency

Respect you and your time

Never forget that we work for you

By choosing Personal Asset Management, you can trust that your financial well-being is in good hands. Contact us today to learn more about how we can help you achieve your financial goals.