Asset Management

The dictionary defines an ‘asset’ as ‘something which is useful or valuable.’ When you start making investments, this definition absolutely feels suitable. After all, you’re setting yourself up for more financial freedom – which is both useful and valuable.

The thing is, your assets are likely to seem more of a burden as you continue to grow your wealth. An April 2023 survey by Bankrate LLC found that 65% of Americans are stressed about managing assets and finances. This is the highest recorded percentage since 2015, according to March 2022 data from the American Psychological Association.

You started making these investments and contributions to give yourself more control and independence, but the large amounts of time you spend on management have created just the opposite.

That’s where Asset Advisory Services comes in. With more than 75 years of combined financial planning experience, our team is here to provide the asset management services you need

What Are Asset Management Services and How Do They Work?

Asset management services are any services that relate to managing your money and financial assets, like stocks and other investments. The goal is growing the value of these assets without you needing to spend time handling everything yourself.

But before we can start helping you work towards financial freedom, we have to get to know you and your priorities.

We then look at where you are, where you want to be, and how you want to get there.

Income or Growth

Part of this involves discussing the amount you’re comfortable contributing towards your investment portfolio. Your objectives – like whether you’re more interested in income or growth – is another major factor.

Short- or Long-Term

Then we’ll go over whether you’re investing for the short-term or long-term, and what level of risk you’re comfortable with in terms of your assets. We use all of this information to create a completely bespoke investment plan and review it with you.

From here, we can focus on making decisions to help you accomplish your financial goals, which is the true core of asset management services. We buy and manage funds, bonds, and stocks, plus help to ensure your asset allocation aligns with your evolving ambitions.

How Do You Develop an Investment Strategy for Asset Management Clients?

We use our signature five-step approach to develop an investment strategy for asset management clients.

Discovery
First is discovery. We do so much more than ask you to fill out a form about your life goals. We’ll take the time to discuss any assumptions or beliefs about investments that have limited you in the past.
From immediate financial concerns to prioritizing long-term goals, we’ll take the time to fully understand your vision and specific focuses.
Assessment
Second is assessment. We’ll work with you to get a crystal-clear understanding of where you are versus where you want to be. As we discover any potential roadblocks or speed bumps, we’ll educate you on them and handle them together.
Evaluation
Third is evaluation. With your path outlined clearly, we’ll work through numerous scenarios with you. You may be surprised by all the potential routes toward the objectives you’re most passionate about. By showing you how your choices will impact your life, you’re able to select options that suit you.
Implementation
Fourth is implementation, where your vision finally starts to become a reality. We make disciplined decisions custom-tailored to align with your goals in life. Every step of the way, we’ll help to ensure these elements continuously support progress and help grow your wealth.
Adaptation
Finally, during adaptation, we recommend smart adjustments as life inevitably changes. Whether it’s your own priorities or the economic climate, our team of financial professionals are here for you.
Our primary focus is keeping you informed of your options so your wealth program constantly supports your dreams.

How Transparent Are You About the Investment Decisions You Make on My Behalf?

We strive to be transparent about the investment decisions we make on your behalf. We’re able to help achieve this thanks to our status as an independent advisor.

When it comes to asset management services, it’s common for financial advisors to work for large financial firms. This model is seen throughout the U.S. because it’s how the industry has naturally evolved throughout history.

You see, banks and brokerages that historically performed well grew over the course of many years. These institutions are now among the most well-known in the world of finance.

But bigger doesn’t always mean better.

Over the years, the goals and requirements that come with working for these firms have continued to grow. These financial advisors often guide their clients towards specific products, investments, and goals based on their institution’s agenda.

That’s precisely why we’ve chosen to remain independent over the past 40+ years we’ve been in business. We believe in getting to know you, your family, and what you truly want as your wealth grows.

When you work with us, you can expect honesty and transparency with every decision we make on your behalf. You, your goals, and answering any questions you have are our top priorities.

We Align Your Wealth with Your Vision of Financial Freedom

At Asset Advisory Services, everything we do revolves around you and your goals. Because we aren’t tied to a mutual fund family, bank, insurance company, or retail brokerage company, we have the freedom to advise what’s truly best for you.

Instead of pushing proprietary products or working towards hidden corporate agendas, our independence means we’re laser-focused on your vision for life and helping you achieve it.

Once our team learns more about your present financial situation, we can start custom-tailoring a plan to grow your wealth and help you achieve financial freedom – no matter what stage of life you’re currently in.

Focused on Your Bigger Picture

Asset Advisory Services helps cut through the chaos by concentrating on your family’s most meaningful goals. Let’s start today.

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Asset Management