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Why Asset Strategy?

Shape your goals. Evaluate your options. Validate your decisions.

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Fiduciary Professionalism

An investment fiduciary is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. It is a role we take seriously with our clients.

For over two decades, fiduciaries for endowments, foundations, retirement plans, and private clients have sought the advice of Asset Strategy Advisors. In addition to providing our clients with personalized and informed investment management advice, we focus solely on providing highly customized investment solutions for client

As an independent advisory firm, we offer an impartial approach that better fits your needs. With Asset Strategy Advisors, you get consulting expertise tuned precisely to your needs, access to thousands of non-proprietary investment managers, funds, and strategies designed to maximize returns within specific risk profiles, and always, a shared commitment to your investment success.

Comprehensive Expertise

Our professionals average in excess of 25 years of experience in his or her line of work. The knowledge and experience we have accumulated over time and our collaborative team approach serve to improve your planning experience. We’ve assembled a team of experts focused on guiding investment stewards, that is persons who have the legal responsibility for managing someone else’s money, including trustees and investment committee members.

For over two decades, fiduciaries for endowments, foundations, retirement plans, and private clients have sought the advice of Asset Strategy Advisors. In addition to providing our clients with personalized and informed investment management advice, we focus solely on providing highly customized investment solutions for client

As an independent advisory firm, we offer an impartial approach that better fits your needs. With Asset Strategy Advisors, you get consulting expertise tuned precisely to your needs, access to thousands of non-proprietary investment managers, funds, and strategies designed to maximize returns within specific risk profiles, and always, a shared commitment to your investment success.

Institutional Resources

We use the most advanced technology in reporting, optimization, manager research, and portfolio construction. We also have access to some of the top data providers and institutional research typically found only in larger consulting firms.

Working closely with our clients to customize investment strategies that address their unique risk profiles and expected return requirements, we access investment manager and mutual fund databases from such industry leaders as Callan Associates, MPI, Morningstar, Investor Force, Thomson Financial, and more. We create our own investment manager and fund recommendations attuned to specific portfolio needs.

With over 6,000 traditional investment managers and more than 23,000 mutual funds from which to choose, we conduct extensive interviews of prospective investment managers and use sophisticated computer modeling techniques to identify the precise fit of talent and strategy to achieve success for each client portfolio. Our resources and expertise also include managers of such alternative investments as hedge funds, real estate, private equity, venture capital, and real assets.

Once a strategy is in place, we continuously monitor and report on performance using proprietary performance analysis tools. This allows us to refine and improve the strategy over time — based on investment performance, portfolio management, and evolving investment needs.

Lion Street Owner-Firm

Asset Strategy is an owner-member of Lion Street, Inc., a leading national financial services company owned by independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial strategies for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street firms gain access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

Experience and expertise, combined with a true open architecture platform, gives our firm access to major products as well as sophisticated resources needed to design advanced solutions.

Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️️

Want to learn more about Asset Strategy services?
Reach out to our team for a free consultation or informational meeting.

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