Defend Your Money Radio « Holistic Lifestyles Radio
A licensed professional of over 25 years, Dan Ascani has provided individual and institutional investors with consulting and investment services ranging from hard-dollar research and forecasting to trading systems and individually managed accounts. Whether for mutual funds, hedge funds, Registered Investment Advisers, or individual investors, Dan’s expertise in developing and executing investment strategies has been recognized by many well-known investment firms.
Since the early 1990s, prominent financial institutions such as the Rushmore Funds (now known as the Capiello-Rushmore Funds), the Rydex funds, the Rogers Raw Materials fund, the Perth Mint of Western Australia, and the Weiss Group have turned to Dan for counsel and strategy development. Dan’s assistance with strategy development and execution for the initial six Rydex funds helped launch Rydex into a multi-billion dollar fund company used by many investors and investment advisers. Dan’s work with exchange traded funds and hedge funds, including those using gold and other commodities, and his work in providing trading systems to professional money managers, has caused investors to seek out Dan’s services.
Formerly the Executive Vice President of Weiss Capital Management, Inc., a Registered Investment Adviser managing approximately $370 million for private and high net worth investors, and its subsidiary, Weiss Capital Securities, Inc. a FINRA-registered broker/dealer, Dan manages individual accounts and securities brokerage services through his firm, Ascani Wealth Management, LLC. Dan’s holds NASD Series 7, 24, 63, and 65 securities licenses and introduces accounts to Fidelity Investment and National Financial Services, a division of Fidelity, through Kovack Securities, Inc.. Dan has also held a Series 3 commodities license since 1983 and is Managing Director of Gemini Futures, LLC., a CFTC-registered futures Introducing Broker, and Commodity Trading Advisor. Dan’s product development expertise has him providing gold and foreign currency futures management services to clients.
Previously, Dan provided hard-dollar research and proprietary trading signals to private and institutional investors through his firm, Global Market Strategists, Inc., which licenses Dan’s proprietary quantitative model for investing with ETFs to Registered Investment Advisers such as Weiss Capital Management for separately managed accounts programs. As a sub-adviser, Dan is the portfolio manager for three ETF programs in which Weiss Capital Management clients are invested. There is no relationship between Kovack Securities, Inc., or Kovack Advisors, Inc,. and Weiss Capital Management, Inc., or Weiss Capital Securities, Inc.
How to get started
Whether you want to consider professional money management or our recommendations for your brokerage portofolio, call us toll-free at 1-877-578-5788, or 1-561-578-6678 and ask to speak to an investment adviser representative.
If you would like to become a client of Ascani Wealth Management, our client services staff is ready to assist you. Whether you open a brokerage account or a managed account with us, you’re opening an account with Fidelity Investment and National Financial Services, a division of Fidelity, and through Kovak Securities.
Originally established in 1949, Fidelity Investments provides a number of services to its correspondent broker-dealers, institutional investment firms and registered investment advisors including brokerage clearing, back office support and a suite of software products for financial services firms.