A complete list of active advisors currently associated with Asset Management Corporation

Warmer can help you find a great advisor at Asset Management Corporation or one who fits your needs even better.

Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high‑net‑worth clients, offering tailored portfolio management and ongoing recommendations. The firm reports approximately $108 million in assets under management and advises on U.S. growth and growth‑and‑income stocks, bonds, CDs, and money‑market instruments. The firm’s process is individualized and emphasizes asset allocation through a top‑down review of economic and market trends, with security selection informed by those views and each client’s goals and risk tolerance. Asset Management Corporation operates primarily on a non‑discretionary basis, requiring client approval for recommended transactions and executing orders individually rather than through block trading. Operationally the firm differs from many peers in that all reported AUM is non‑discretionary and the adviser does not vote client proxies, leaving voting responsibility to account owners. It provides quarterly portfolio review reports with written recommendations, typically recommends a national custodian (Charles Schwab) while allowing client choice, maintains a stated $1,000,000 minimum (waivable), and does not charge performance‑based fees.

To learn more about the advisors currently working at Asset Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.