My Estate Plan

Professional Investment Management Services Inspired by the Nationally Recognized Newsletter MoneyLetter. Now in its 45th Year.

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.

Contact Us Today (800) 707-2060

2 Solutions for MoneyLetter Readers

1. Full Service Management

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.

 

Focus on You: 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.

Minimum Investment is $100,000.

Contact Us Today (800) 707-2060 for a Free, No-Obligation Portfolio Review.

2. MonetLetter Live

An automated way to access professionally managed portfolios. MoneyLetter Live is an easy way to get access to MoneyLetter built portfolios. You can open a streamlined, paperless portfolio powered by Betterment in minutes.

Resource Center

Markets Got You Down?

Consider a Roth Conversion

By Brian W. Kelly, MoneyLetter Publisher

Read More

Inflation Hits Stocks, Bonds

…and Your Wallet

By Bruce W. Hardy, MBA

Read More