Bason Asset Management is a flat fee only asset management firm offering tax efficient and cost-effective portfolio management based in Lakewood, Colorado just west of downtown Denver. Bason serves clients locally and across the country.
The firm’s philosophy is centered around low costs, passive (index) investments, tax management and fair dealing with clients, as reflected in our flat annual retainer fee structure. We are committed to the financial planning process as a precursor to asset management. Investment policy for each client is an important process and will be integrated around specific and personal financial goals.