MoneyLetter Managed Account Program
Can’t Keep Up as a DIY Investor?
Professional Investment Management Services Inspired by the Nationally Recognized Newsletter MoneyLetter. Now in its 47th Year.
Option 1
MoneyLetter Live
An automated way to access professionally managed portfolios. Open a streamlined, paperless account powered by Altruist in minutes, and get access to MoneyLetter and Asset Strategy-built portfolios with no paperwork to chase.
- Momentum-Based ModelsAccess to MoneyLetter-built portfolios.
- Independent Fiduciary AdviceGuidance from an independent fiduciary.
- Paperless OnboardingA streamlined process powered by Altruist.
- Portfolio ConstructionA model portfolio aligned to your goals.
- Smart TechAlgorithms match your risk tolerance and goals to diversified portfolios, with automated trading and rebalancing.
Option 2
Full Service Management
If you lack the time, discipline, or patience to implement MoneyLetter's strategies yourself, this program does it for you. After a comprehensive interview, Bruce Hardy will implement the asset allocation and fund selection strategies you see in MoneyLetter, across Conservative, Moderate, Venturesome, and "Select ETF" investor tracks.
Focus on You: Your account stays in your name, custodied at a well-known firm such as Charles Schwab or Fidelity, and can be tailored to your circumstances. You receive dedicated service from an experienced team, and an open line of communication to keep your objectives on track.
Minimum Investment: $250,000 (MoneyLetter Subscriber $150,000)
Call (800) 707-2060 for a free, no-obligation portfolio review.
Two Ways to Invest With MoneyLetter
Put the strategies you read about in MoneyLetter to work in a real portfolio. Both strategies are built on the same momentum-based approach behind the newsletter.
1) Choose a fully automated account you can open in minutes
2) Hand the day-to-day management to our investment team
MoneyLetter earned a place on the Hulbert Financial Digest Honor Roll and was named “Best Financial Advisory Newsletter” by the Newsletter & Electronic Publishers’ Association. Now in its 47th year, that track record is the foundation for how these accounts are managed.
Who Manages Your Money?
Both programs are managed by Bruce Hardy, Director of Asset Management at Asset Strategy Advisors. The portfolios follow a momentum-based approach: allocations and fund selections shift toward areas of the market showing strength, the same discipline readers see applied in MoneyLetter each month.
Who Is Bruce Hardy?
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. He is currently the Director of Private Asset Management at Asset Strategy. Bruce received his MBA from Boston University and is a graduate of Middlebury College.
What Are Momentum-Based Models?
Momentum investing is built on one of the most documented patterns in financial markets: The trends already in motion tend to keep going. Assets showing strength often continue to lead, and laggards often keep lagging over the near to intermediate term. A momentum strategy measures that relative strength across the market, tilts the portfolio toward what is leading, and rotates as the leadership changes.
In other words, instead of guessing what should work, momentum follows the evidence of what is working and keeps following it.
Get access to momentum-driven, MoneyLetter-built portfolios, either automated through MoneyLetter Live or fully managed by our team. Both put the same discipline to work for your goals.