Jefferson Asset Management

Jefferson Asset Management is a registered investment advisor owned and operated by P. Paul Albano, providing discretionary investment management services to individuals, retirement accounts such as individual retirement accounts, trusts, and other entities. Jefferson Asset Management focuses primarily on long-term investments in common stocks, using both fundamental and technical analysis to select securities. The firm manages portfolios on a discretionary basis, meaning the advisor makes trades on behalf of clients based on their stated investment objectives and restrictions. Client accounts are held at qualified brokerages such as Charles Schwab and Interactive Brokers, where clients receive regular account statements and trade confirmations. Jefferson Asset Management requires a minimum account balance of $100,000 to open an account.