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Choice Asset Management, Inc.

4800 Bee Cave Road
Austin, TX 78746
Phone: 512-302-6060
Fax: 512-334-4599
Email: info@choiceami.com
http://www.choiceami.com/
Industry: Finance
Year Founded: 1984

Owner: Donald A. Itzen and Associates
About the owner: Donald Itzen is the Founder & Shareholder of CHOICE. Mr. Itzen has over 22 years experience in investment strategies beginning in 1978 at the wirehouse firms and in 1984 co-founded an organization that has evolved into what is now known as his current firm, Choice Asset Management, Inc. Mr. Itzen's first career was in the U.S. Air Force flying the world's best combat aircraft (B-47s, B-58s, FB-111s and RF-4c), preparing him greatly for the world of finance.

Products and Services: INDIVIDUAL FINANCIAL SERVICES: stocks, mutual funds, fixed income, corporate and municipal bonds, rollover IRA's, Roth IRA's, Simple IRA's, Stretch IRA's, Traditional IRA's, Health Savings Accounts, 529 college savings plans BUSINESS SERVICES: Business succession planning, deferred compensation plans, retirement and 401(k), stock option plans. ADVICE & PLANNING: Financial plans, Employee Stock Option Plans, Model Portfolios; Retirement Distribution Analysis, Wealth Management. ESTATE PLANNING: Charitable Gift Services, Family Foundation Services; Insurance Planning, Long-Term Care Insurance, Wealth Transfer Strategies.

History: We have been in the securities business since 1984. CHOICE was founded on the priciple that a client's interests are best served by an independent advisor. The founders wanted the freedom to choose the right investment for each client with minimal conflicts of interest. Thus, CHOICE was established with a strong sense of independence. CHOICE Asset Management, Inc. is the parent company of CHOICE Advisory Group and CHOICE Investments. The first CHOICE company was CHOICE Investments registered in 1986 under the Securities Exchange Act of 1934. CHOICE Investments and its associated representatives work without quotas, proprietary products or other outside influences that might compromise the quality and independence of its recommendations. CHOICE Advisory Group is a registered investment advisory firm organized under the Investment Advisors Act of 1940. CHOICE Advisory Group and its advisor associates provide a wide array of fee-only services ranging from financial planning and portfolio analysis to a diverse group of portfolio management services.

Locations: 4800 Bee Cave Road Austin, TX 78746