Showing posts with label wealth management. Show all posts
Showing posts with label wealth management. Show all posts

Wednesday, March 9, 2011

Dan Ascani

Dan Ascani « Holistic Lifestyles Radio

Dan Ascani

by Holistic Lifestyles Radio on Oct.12, 2010, under Home

Dan Ascani is our guest on WWNN 1470 AM radio on The Holistic Lifestyles Radio Network Today at 2PM EDT. We will be talking about wealth issues and how to defend your investments.

Ascani Wealth Management is a full-service wealth manager located in the Golden Bear financial center in North Palm Beach , Florida. Specializing in discretionary account management for individuals and corporate retirement plans, Ascani Wealth Management is an office of independent brokers and financial advisors introducing accounts to major clearing firms such as Fidelity, TD Ameritrade, and Pershing.

As independent advisors, Ascani Wealth Management publishes its own market research, views, and use its own proven proprietary models for active account management. Its advisors are not “married” to the proprietary products and funds typical of wire house platforms. Instead, client financial goals and risk tolerance levels are used to match up nearly any investment product available on the Street.

Ascani Wealth Management uses Kovack Securities, Inc., member FINRA/SIPC, and Kovack Advisors, Inc., for its back office operations, compliance, and new accounts processing. Ascani Wealth Management is an Office of Supervisory Jurisdiction registered in the state of Florida and supervised by Kovack Securities, Inc. Lead by Dan Ascani, a veteran advisor and broker of 27 years, Ascani Wealth Management employs its own staff for research, trading, and financial advisor functions.

DanA licensed professional of over 25 years, Dan Ascani has provided individual and institutional investors with consulting and investment services ranging from hard-dollar research and forecasting to trading systems and individually managed accounts. Whether for mutual funds, hedge funds, Registered Investment Advisers, or individual investors, Dan’s expertise in developing and executing investment strategies has been recognized by many well-known investment firms.

Since the early 1990s, prominent financial institutions such as the Rushmore Funds (now known as the Capiello-Rushmore Funds), the Rydex funds, the Rogers Raw Materials fund, the Perth Mint of Western Australia, and the Weiss Group have turned to Dan for counsel and strategy development. Dan’s assistance with strategy development and execution for the initial six Rydex funds helped launch Rydex into a multi-billion dollar fund company used by many investors and investment advisers. Dan’s work with exchange traded funds and hedge funds, including those using gold and other commodities, and his work in providing trading systems to professional money managers, has caused investors to seek out Dan’s services.

Formerly the Executive Vice President of Weiss Capital Management, Inc., a Registered Investment Adviser managing approximately $370 million for private and high net worth investors, and its subsidiary, Weiss Capital Securities, Inc. a FINRA-registered broker/dealer, Dan manages individual accounts and securities brokerage services through his firm, Ascani Wealth Management, LLC. Dan holds NASD Series 7, 24, 63, and 65 securities licenses and introduces accounts to Fidelity Investment and National Financial Services, a division of Fidelity, through Kovack Securities, Inc.. Dan has also held a Series 3 commodities license since 1983 and is Managing Director of Gemini Futures, LLC., a CFTC-registered futures Introducing Broker, and Commodity Trading Advisor. Dan’s product development expertise has him providing gold and foreign currency futures management services to clients.

Previously, Dan provided hard-dollar research and proprietary trading signals to private and institutional investors through his firm, Global Market Strategists, Inc., which licenses Dan’s proprietary quantitative model for investing with ETFs to Registered Investment Advisers such as Weiss Capital Management for separately managed accounts programs. As a sub-adviser, Dan is the portfolio manager for three ETF programs in which Weiss Capital Management clients are invested. There is no relationship between Kovack Securities, Inc., or Kovack Advisors, Inc,. and Weiss Capital Management, Inc., or Weiss Capital Securities, In

Dan Asacni the host of Defend your Money radio show on WSBR 740 AM can be listen to Monday – Friday 6:30 AM & 5PM, and Saturday 12:30 AM. Tune in and be a part of defending your money and investments.

You can also contact Dan Asani if you would like to promote your products or services on his showto his network The Asani Wealth Network.

Contact Dan toll free 1-877-578-5788

Wednesday, March 2, 2011

Defend Your Money Radio

Defend Your Money Radio « Holistic Lifestyles Radio

Defend Your Money Radio

A licensed professional of over 25 years, Dan Ascani has provided individual and institutional investors with consulting and investment services ranging from hard-dollar research and forecasting to trading systems and individually managed accounts. Whether for mutual funds, hedge funds, Registered Investment Advisers, or individual investors, Dan’s expertise in developing and executing investment strategies has been recognized by many well-known investment firms.

Since the early 1990s, prominent financial institutions such as the Rushmore Funds (now known as the Capiello-Rushmore Funds), the Rydex funds, the Rogers Raw Materials fund, the Perth Mint of Western Australia, and the Weiss Group have turned to Dan for counsel and strategy development. Dan’s assistance with strategy development and execution for the initial six Rydex funds helped launch Rydex into a multi-billion dollar fund company used by many investors and investment advisers. Dan’s work with exchange traded funds and hedge funds, including those using gold and other commodities, and his work in providing trading systems to professional money managers, has caused investors to seek out Dan’s services.

Formerly the Executive Vice President of Weiss Capital Management, Inc., a Registered Investment Adviser managing approximately $370 million for private and high net worth investors, and its subsidiary, Weiss Capital Securities, Inc. a FINRA-registered broker/dealer, Dan manages individual accounts and securities brokerage services through his firm, Ascani Wealth Management, LLC. Dan’s holds NASD Series 7, 24, 63, and 65 securities licenses and introduces accounts to Fidelity Investment and National Financial Services, a division of Fidelity, through Kovack Securities, Inc.. Dan has also held a Series 3 commodities license since 1983 and is Managing Director of Gemini Futures, LLC., a CFTC-registered futures Introducing Broker, and Commodity Trading Advisor. Dan’s product development expertise has him providing gold and foreign currency futures management services to clients.

Previously, Dan provided hard-dollar research and proprietary trading signals to private and institutional investors through his firm, Global Market Strategists, Inc., which licenses Dan’s proprietary quantitative model for investing with ETFs to Registered Investment Advisers such as Weiss Capital Management for separately managed accounts programs. As a sub-adviser, Dan is the portfolio manager for three ETF programs in which Weiss Capital Management clients are invested. There is no relationship between Kovack Securities, Inc., or Kovack Advisors, Inc,. and Weiss Capital Management, Inc., or Weiss Capital Securities, Inc.

How to get started

Whether you want to consider professional money management or our recommendations for your brokerage portofolio, call us toll-free at 1-877-578-5788, or 1-561-578-6678 and ask to speak to an investment adviser representative.

If you would like to become a client of Ascani Wealth Management, our client services staff is ready to assist you. Whether you open a brokerage account or a managed account with us, you’re opening an account with Fidelity Investment and National Financial Services, a division of Fidelity, and through Kovak Securities.

Originally established in 1949, Fidelity Investments provides a number of services to its correspondent broker-dealers, institutional investment firms and registered investment advisors including brokerage clearing, back office support and a suite of software products for financial services firms.

Thursday, February 17, 2011

Check Out Dan Ascani’s New Website Look

Check Out Dan Ascani’s New Website Look « Holistic Lifestyles Radio

Check Out Dan Ascani’s New Website Look

by Holistic Lifestyles Radio on Feb.17, 2011, under Home

Dan Ascani

There’s lots of great information for you on www.ascaniwm.com:

The biggest addition to our site is our new service, ETF S.T.A.R.S. Empower your investment decisions with a proven, market-driven model that listens to what the market is saying.

ETF S.T.A.R.S.™ is a weekly publication accessible right here on www.ascaniwm.com. It’s a dynamic market advisory service for investors and traders based on one of my most treasured secrets of success managing client accounts: A proprietary model I named ETF S.T.A.R.S.™, for ETF Sector Timing And Ranking System. I’ve been using ETF S.T.A.R.S. for years to tell me when to become defensive for a big market decline, and when to release those defenses and find the ETFs most likely to outperform.

This is no ordinary financial advisory service like those written by editors and copywriters fancy with words but with little or no trading experience. ETF S.T.A.R.S.™ reveals my proven model I’ve used for years to manage client assets at Ascani Wealth Management and for institutions such as corporate pension plans and other investment advisors.

This is a great time to try ETF S.T.A.R.S. on for size. Catch our special introductory offer by clicking on this ETF S.T.A.R.S. link. Remember: Our web programmers are still getting the bugs out, so if you have any problems accessing the service, please call our office at 877-578-5688.