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Derbend Asset Management
SEC-regulated
Registered investment advisor
DERBEND ASSET MANAGEMENT, based in Peachtree City, Georgia, is a Registered Investment Adviser established in 2002. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Non-discretionary services require client approval before transactions. DERBEND may use sub-advisers to manage portions of client accounts and may offer model portfolios for varying risk tolerances. The firm also provides pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and educational seminars. Fees for portfolio management are asset-based, ranging from 0.125% to 0.25% quarterly. The firm participates in TD Ameritrade's Institutional Customer Program, offering benefits such as research tools and aggregated trading. DERBEND does not vote proxies on behalf of clients and does not engage in directed brokerage. Clients are responsible for voting rights and may participate in class action lawsuits independently. The firm does not have any disciplinary history or financial impairments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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