Wealth Management
Aster invest financial professionals have the knowledge and the experience to understand your needs and help you reach your financial goals for any stage of your life. We work with you one-on-one to find solutions that fit your specific investment goals and style. Every investor has a different situation, which is why we believe every investor needs a financial professional who can provide individual attention and service. Our financial professionals have the flexibility to analyze industry leading investment opportunities on your behalf and the expertise to help you decide if an investment is right for you.
INDIVIDUAL INVESTOR PRODUCTS & SERVICES
We have access to a wide array of financial products, so we have total flexibility when working with you, to map out the right investment plan for any stage of
your life. From equities and fixed income to complex insurance policies and more – we have quality products that can easily be integrated into your investment
plan. They include:
โข Annuities
โข Money Markets and CDโs
โข Bonds (Corporate, Municipal, Government, etc.)
โข Education Savings Accounts
โข Individual Retirement Accounts
โข Mutual Funds
โข Stocks & Options
โข 401(k) & 403(b) Retirement
โข REITs
The world around you changes quickly and so do your opportunities. Looking beyond the easy answers and “trend of the moment” advice, our financial professionals approach your objectives with a fresh perspective. To that end, your Aster invest financial professionals can also offer you the following full suite of financial services:
โข Portfolio Management
โข Insurance Services
โข Term/Universal Life & Group Health
โข Annuities
โข Long Term Care
โข Retirement Planning
โข Education Planning/ College Saving
โข Estate Planning โข Income Distribution Planning
Managed account planning has become a very popular way that clients wish to have their money managed. Aster invest has appropriately licensed financial professionals who can offer these types of managed/advisory accounts across our multiple clearing platforms. Through these types of accounts, you will have access to some of the following benefits:
โข Access to a variety of investments, including: professional money managers, mutual funds & ETFs.
โข Custom tailored portfolios
โข Rebalancing options
โข Tax management services โข Consolidated reporting โข Overlay portfolio management services
CORPORATE & INSTITUTIONAL SERVICES
The Capital Markets Group is committed to providing value-added products and services through client-driven solutions in the following areas:
โข Investment
Banking
โข Syndicate
โข Late-Stage Venture Capital
โข Institutional and Corporate Trading
โข Initial Public Offerings (IPOs)
โข Follow-On
Offerings
โข Confidentially Marketed Public Offerings (CMPOs)
โข Registered Directs (RDs), PIPEs and Private Placements
โข At-the-Market Offerings
(ATMs)
โข Special Purpose Acquisition Vehicles (SPACs)
โข Fixed Income Offerings
โข Rights Offering
โข Real Estate Financial & Structuring
โข Bridge & Mezzanine Financing
โข Going Private Transactions
โข 10b5-1 Plans, Stock Option Plans
Our client-focused Investment Banking team strives to meet the specific needs of our corporate clients by providing two specific types of services: Financial Facilitation
Services and Financial Advisory Services.
Financial Facilitation Services
Our Financial Facilitation Services include acting
as either agent or underwriter for private placements or public offerings of equity and/or debt securities.
Financial Advisory Services
Our Financial Advisory Services include strategic advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense activities,
restructurings and spin-offs.
There’s great freedom in working for yourself, but with that autonomy comes great responsibility. Aster invest was founded by true business entrepreneurs; therefore we appreciate and understand what it takes to operate a business, retain employees and stay competitive in an evolving marketplace.
Devising an investment plan is one of the most vital steps you can take in rewarding yourself and your employees for all your accomplishments. We will work with you to help develop the right combination of benefits including:
โข 401(k) plans
โข Stock options
โข Grant plans
โข Profit sharing and deferred compensation plans
โข Key Man Insurance
โข Employee pension plans
About Us

A Premier full service Investment Firm with locations across the world.
How can we help you?
Contact us at the Aster Capital Corporation office nearest to you or submit consulting request online.