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Asset Management

We believe the best way to manage risk and attempt to maximize return is to have access to what the marketplace has to offer.

Rather than recommending one strategy or investment company with convincing rhetoric that they are the best available, we craft an approach that introduces you to what the world of independent investing has to offer. We refer to this approach as Open Architecture.

This approach allows you access to premier institutional investment managers and non-proprietary investments. It allows us to operate with integrity concerning our fiduciary responsibility to serve your best interests. Conversely, Closed Architecture limits choices, may not be in a client's best interest and is often encumbered with conflicts of interest. Open Architecture validates our independence and objectivity.

In line with this approach, we specialize in strategies that are catered to meet your individual needs. We manage traditional and retirement accounts such as an IRA, Roth IRA, IRA Rollovers, individual accounts, joint accounts, trusts, guardianships and others.

We recommend that clients who want to use our asset management services have a minimum of $1,000,000 to invest and at least a five-year investment time horizon.

Asset Management Strategies, Inc. uses a variety of asset allocation strategies to proactively position your accounts for the most benefit in ever-changing market environments. For more than 25 years, our process has actively worked to build strategic models, utilize institutional investment companies, allocate the portfolios according to the dictates of strategic modeling, monitor the effectiveness of the strategies, and make modifications as needed.

As market conditions change, our strategic models seek to identify which risk management strategies can assist in limiting the downside of the market, which alternative investments can improve returns while reducing risk, when to move to cash or reduce equity exposure and when to shift strategies.