A complete list of active advisors currently associated with Asset Management Services Group, Inc.

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

Asset Management Services Group, Inc. advises individual and business clients and manages risk‑focused mutual fund and variable annuity "AMSG Profile Portfolios." The brochure notes those portfolios are used in a range of retirement and tax‑advantaged accounts, including IRAs, 401(k)s, 403(b)(7)s, profit‑sharing plans, defined benefit and defined contribution plans. The firm combines Modern Portfolio Theory with a Price Trend Management process and describes daily monitoring of funds and sub‑accounts to make buy and sell determinations intended to provide downside market protection. AMSG presents this as "Dual Professional Management," selecting funds from a broad database of mutual funds and variable annuity sub‑accounts while adding its own timing and oversight layer. What is distinctive for a small independent adviser is the explicit emphasis on active market timing of mutual fund and VA positions and continual oversight to time entries and exits, rather than a purely buy‑and‑hold mutual fund allocation. The firm also highlights use of its Profile Portfolios for employer‑sponsored and pension‑type plans, including profit‑sharing and defined benefit arrangements, a client segment that is less common among similar solo advisers.

To learn more about the advisors currently working at Asset Management Services Group, Inc., 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.