Managed Asset Companies

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20151 SW Birch St Ste 100
Newport Beach, CA 92660
+1 (800) 477-3122
http://www.managedasset.com

Managed Asset Companies, based in Newport Beach, CA, is a financial services firm dedicated to providing financial peace of mind for clients, associates, and employees. Established in 1994, the company specializes in offering safe and secure insurance products to ensure the financial security of clients and their heirs.

With a focus on low-risk, low-volatility wealth management strategies, Managed Asset Wealth Management, a division of the company, prioritizes capital preservation as the foundation of successful wealth management. Their services aim to help clients achieve financial security and peace of mind for retirement and beyond.

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