AD Corporation

AD Corporation is an independent investment management company. Managing nearly 400 million dollars of investment portfolios, based on each client's risks, goals and objectives. With a volume of transaction in 2008 greater than three billion dollars.

With over 60+ years of collective experience, the professional team at AD Corporation has excelled at helping individuals and institutions plan, build, and protect their assets and business through objective, comprehensive wealth management services. Our multi-disciplinary practice provides several services, including a) customized investment management (our primary focus), b) comprehensive financial planning, and c) tax preparation, review and planning.

Our success is directly tied to the success of our clients. AD Corporation provides hands –on personalized service. We go to great lengths to be accessible and available as needed. As no two clients are alike, we take time to listen, learn and understand your particular priorities. We communicate with you regularly in simple, easy to follow language. Ultimately, we strive to provide bundled financial services that generate the results and added-value you expect and deserve.