Managed Asset Companies, headquartered in Laguna Hills, California, is a financial services firm established in 1994 and incorporated in 1996. The company offers a range of services through its subsidiaries, including Managed Asset Wealth Management LLC, a California-registered investment advisory firm, and Managed Asset Insurance Services. Their offerings encompass financial planning, wealth management, and specialized insurance products aimed at capital preservation and estate enhancement. Emphasizing a philosophy of “Safety, Service, Performance,” the firm is dedicated to providing financial peace of mind to clients, associates, and employees. Their approach focuses on low-risk, low-volatility investment strategies and insurance solutions designed to secure clients’ financial futures and that of their heirs.