ABOUT US

Modern Asset Management LLC was founded by a group of investors and a management team whose vision was to create a small asset management firm focused solely on asset management and designed to meet the needs of a select group of high net worth individuals. With this singular focus, Modern Asset Management is committed to delivering an extraordinary investment experience.

Modern Asset Management LLC is registered as an investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Securities (including mutual funds and variable life insurance), annuities and insurance products are not bank deposits and are not insured by the FDIC or any other agency of the United States, nor are they obligations of, nor insured or guaranteed by, Modern Asset Management or its affiliates. Securities (including mutual funds and variable life insurance) and annuities involve investment risks, including the possible loss of value. Past performance of an investment product is no indication of future performance.