Managed Asset Companies

Safe and Secure

Founded in 1994 and Incorporated in 1996, the company is dedicated to insuring our clients' financial security, and that of their heirs, through the benefits of Specialized, Safe and Secure Insurance Products. Learn more

Life Insurance

Single Premium Life Insurance - For your heirs income tax-free but with cash available should you need it. This is a great way to substantially increase the cash value of your estate for your spouse or other heirs. Learn more

Insurance services are provided by Managed Asset Insurance Services
CA License# 0C24353

Wealth Management

Low Risk, Low Volatility. At Managed Asset Wealth Management, we believe that capital preservation is the cornerstone to wealth management. Learn more

Financial planning and management services offered by Managed Asset Wealth Management LLC, a California registered investment advisory firm.

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Safe and Secure

Life Insurance

Wealth Management


New Strategies Provide Financial Peace of Mind for Retirement - Since the start of the prolonged economic downturn that began in 2007-08, savvy investors More...