ADDITIONAL CONSULTATIVE OFFERINGS
In addition to Ardent’s equity portfolio management, other advisory services are available.
COMMON
STOCK

Independent research and risk management

MANAGED
GROWTH
STRATEGY

Additional fixed income strategy for clients who may require it

TRANSACTION
ANALYSIS

Unbiased objective analysis

 

Qualitative, quantitative and valuation analysis

 

Completed over $500 million in advisory transactions

SOLUTIONS FOR
CONCENTRATED
HOLDINGS

Asset protection from significant declines


Strategies for increasing available income


Diversification plan while managing and controlling tax implications

©Ardent Capital Management, Inc.