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78 Bangor Metro September 2010
lifestyle
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Savvy Seniors
Business Profile
Maine Asset Management
M
aine Asset Management, located
at 31 Main Street in the heart
of downtown Bangor, is a SEC
Registered Investment Advisory company.
Their registered investment advisors offer
fee-based financial services for individuals,
families, trusts, and small businesses while
their broker/dealer operations provide tra-
ditional commission-based business for in-
stitutional and individual clients alike.
They offer a wide range of services in-
cluding discretionary or non-discretionary
asset management; individual and busi-
ness retirement plans; financial planning
services; life, health, and long-term care
insurances; fixed and variable annuities;
estate planning; individual and business
consulting; and much more.
Together, with their strategic alli-
ances and partner custodians--Schwab
Institutional and Purshe Kaplan Sterling
Investments--they have the tools needed
to provide clients with all the services and
protections that the large firms have to of-
fer, but with a level of personal service un-
matched in the current financial environ-
ment and a commitment to an individual's
bottom line, not the industry's.
While this company's name may be
new to Bangor, the people are not, and to-
gether they bring over 100 combined years
of industry knowledge and experience to
the organization.
While they can't promise an "up" mar-
ket or outlandish performance, they can
promise to monitor the client's portfolios
closely and focus on their objectives above
all else. Maine Asset Management takes
the management of a person's hard-earned