Asset Management
In Phoenix, Arizona

Assets are mainly essential parts of a business’s equation. Your assets can stimulate sustainability and contribute to your business’s growth and financial success. However, poor asset management can obstruct or wreck growth opportunities. Certified Advisors CFP® asset managers ensure that your company remains solid and continuously grows with the correct use of your assets. 

Our asset managers are proficient in detecting and solving critical concerns that could be plaguing your business. We perceive high-growth tailored investment portfolios rooted in strategic asset allocation to empower your business’s efficient growth. 

Asset and Liability Management

Mismatched assets and liabilities may result in consequential risks. Changes to the financial landscape or liquidity requirements are often causing the mismatching of assets and liabilities. Our Certified Advisors experts oversee your entire organization’s balance sheet. We ensure assets are invested in the most optimal way, and liabilities are mitigated over the long term. 

Our dynamic asset management process focuses on effective asset allocation and prudent matching of your assets and liabilities. This allows you to achieve greater efficiency and profitability while reducing risks.

Types of Assets

An asset is anything that gives potential, current, or future economic value and benefits to an individual or a business entity. In other words, assets generate income or add value to your business and increase your business’s equity. These assets could be in the form of cash or cash equivalents, investments, machinery, real estate, inventory, office equipment, and patents. 

Certified Advisors Phoenix asset management helps you effectively and efficiently utilize your assets during their lifecycle. 

• Current Assets – Current assets are short-term assets that are expected to be converted into cash within a year. These assets include cash, inventory, accounts receivable, and prepaid expenses. 

• Fixed Assets – A fixed asset is a form of non-current asset that provides long-term value and financial benefits to a business. Usually classified as properties, plants, and equipment (PP&E). 

• Financial Assets – Financial assets are assets that arise from other business institutions. Specifically a contractual agreement with another business entity that generates a financial asset. Financial assets include stocks, sovereign and corporate bonds, and preferred equity

• Intangible assets – Intangible assets are assets that have no physical presence. Namely, patents, trademarks, royalties, copyrights, and goodwill.

• Tangible assets – Tangible assets are physical assets that include cash, inventory, vehicles, equipment, buildings, and investments.