MoneyLetter Managed Account Program
Asset Strategy Advisors (“ASA”) is dedicated to helping clients achieve their specific investment objectives and long-term financial goals. ASA provides professional investment management services for individuals, corporations, and non-profit institutions.
Minimum Investment is $100,000. Contact Us Today (800) 707-2060 for a Free, No-Obligation Portfolio Review.
MoneyLetter Managed Accounts
If you lack the time, discipline, or patience to implement MONEYLETTER’s proven strategies, this program will help make you a more successful investor. After a comprehensive interview, Bruce Hardy, Director of Asset Management, will work with you to implement the asset allocation and fund selection strategies that you see in MONEYLETTER. Modeled after the newsletter that was selected to the Hulbert Financial Digest Honor Roll and named “Best Financial Advisory Newsletter” by the Newsletter & Electronic Publishers’ Association, this program offers Conservative, Moderate, Venturesome, and “Select ETF” investor tracks.
You’ll have peace of mind knowing your account(s) will be in your name, custodied at a well-known firm like Charles Schwab or Fidelity, and can be tailored to your individual circumstances, as needed.
You’ll receive dedicated service provided by an experienced team of investment professionals. ASA keeps an “open line” of communication with all our clients to ensure that their investment objectives are met.
Markets Got You Down? Consider a Roth Conversion
By Brian W. Kelly, MoneyLetter Publisher
Nobody wants to pay taxes now when you can defer them to a future year, right? Not so fast. Are there times when it makes sense to take taxable income that you don’t need for current expenses? One of MoneyLetter’s colleagues, Bruce Hardy – portfolio manager for the MoneyLetter Managed Account Program (MMAP) – had a recent conversation with a client where the action plan was to do just that…convert some of the client’s Traditional IRA assets to a Roth IRA.
Inflation Hits Stocks, Bonds…and Your Wallet
By Bruce W. Hardy, MBA
We commit a lot of editorial space in MoneyLetter to the effects of high inflation on equity and fixed income prices. But what about the effects of inflation on your wallet? Everything from food to gas to home repair products seems to be increasing in price every day. Federal Reserve Chairman Jerome Powell is taking inflation very seriously and his committee has responded by raising interest rates five times (so far) to combat the explosion of prices.
MoneyLetter Sample Issue: April 2023
MoneyLetter: The Flagship Publication (now in our 44th Year); published monthly. Includes detailed market analysis and specific recommendations for the individual investor.
Portfolios for Conservative, Moderate, and Venturesome Investors
Fidelity & Vanguard Models
Mutual Fund Scorecards & Recommendations
ETF Coverage with In-Depth Fund Profiles
Meet Our MoneyLetter Account Manager
Bruce Hardy MBA
Director of Private Asset Management
Bruce is a former mutual fund portfolio manager and has been developing financial products for both institutional and individual investors for more than 30 years. He has held key management positions with W.E. Donoghue & Co., David L. Babson & Co., and BankBoston, and was most recently President of PRI Financial Advisors, Inc., exclusive providers of the MoneyLetter Managed Account Program. Bruce received his MBA from Boston University and is a graduate of Middlebury College.