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Personal Asset Management with Dena Minning CFA, CFP, MBA, CSA
14 Island Drive
FL 33706
Work with an experienced Portfolio Manager who knows you personally. Our Senior Manager, Dena Minning, will customize an investment strategy to meet your unique needs.
t: view phone(877) 360-3777 Toll Free
f: view fax(727) 343-4498
Personal Asset Management with Dena Minning CFA, CFP, MBA, CSA offers the following products and/or services:
» Financial AdvisorsDena will discuss how involved (or uninvolved) you would like to be in the management of your portfolio and establish a strategy and an approach that makes you comfortable.
Did you know...
* There are wide differences between the fees investors pay on similar investments?
* Many advisors face significant conflicts that pit their interests against their client's?
* Few advisors have much real investment training?
We offer investment management, which includes our advisory services, as well as "advice only".
Full-service discretionary (and recommendation-based) portfolio management includes:
* Review current portfolio's holdings, cost, performance and risk characteristics
* Determine client's risk tolerance and risk capacity and compare to client's goals
* Develop initial strategy including asset allocations
* Articulate future changes in asset allocations and individual securities
* Identify tax consequences and costs (if applicable/available) of making changes
* Coordinate planning with other professionals where appropriate
* Setup new accounts and/or maintain existing accounts/portfolios
* Place trades and review for accuracy
* Review strategy/performance proactively on a predetermined schedule, at least annually
* Track/report progress towards goals
* Prepare financial planning projections
Perform specific projects that client's desire.
* These services are charged by the project (or by the hour) and are for advice on a specific topic and not ongoing management:
* Prepare financial projections for college savings, retirement income and other
financial planning issues
* Evaluate current portfolio and make recommendations for improvement
* Provide an objective "second opinion" of another advisors strategy, recommendations and/or fees
* "Shop" fees/service among alternative service providers
* Develop Investment Policy Statements
* Research cost basis issues/reconcile custodial data to ensure proper reporting
* Research/report on individual investments
Dena M. Minning ,President/Portfolio Manager
CFA (Chartered Financial Analyst)
CFP® (Certified Financial Planner)
NAFPA Member
CSA (Certified Senior Advisor)
MBA, Case Western Reserve University
BS-Finance, University of Florida
Dena Minning has over 20 years experience in the investment industry. When working with Dena Minning, you get a trusted relationship with a seasoned Portfolio Manager.
Her previous employment includes over ten years as Discretionary Portfolio Manager for Merrill Lynch Investment Managers as well as Barnett Trust Company. During that time, Dena structured, managed and reported on performance of portfolios totaling more than $400 million of individual securities for high net worth clients. In addition, while at Merrill Lynch, Dena served on the nation-wide team charged with developing the investment process and discipline for managing almost $30 billion of high net worth client assets.
Through Personal Asset Management, Dena provides basic investment guidance to any investor and full-service portfolio management for high net worth clients.
Dena is a wife, a daughter and a mother and is grateful for the opportunity to participate in each role. She is an outspoken advocate for individual investors and is a member of the Suncoast Estate Planning Council, Financial Planning Association, National Association of Personal Financial Planners (NAPFA) and of the CFA Institute.
Dena also serves seniors as a volunteer for AARP's Advocacy and Community Outreach divisions. In addition, she serves as Board Member and Treasurer of the Paradise Island Civic Association.Hours of work
Business hours
Monday - Friday 9:00am - 5:00pm
Leave message any day 9:00am est to 8:00pm estLocations
We can meet clients statewide. (call for appointment)
Tele conference nationwide!Photo Gallery
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