Lafayette, IN Office
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Asset Management Strategies, Inc.
Team
Firm-wide stats for Asset Management Strategies, Inc.
About
Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a mix of individuals, retirement plans, trusts, estates, charitable organizations and business entities, managing approximately $220,241,744 across about 2,110 client accounts. The firm offers services that include cash flow and tax planning, insurance review, education and retirement planning, and implementation of investment recommendations; it also facilitates trades under a limited power of attorney while clients retain custody with qualified custodians.
The firm’s investment process centers on asset allocation with a trend-following approach, using passively managed index funds and exchange-traded funds for market exposure and open-ended mutual funds for fixed income, and it documents client goals in a relationship-management system. Accounts are typically managed on a discretionary basis with quarterly reviews (and more frequently as needed), and the firm notes availability of additional strategies such as options, margin, and IPO participation when appropriate.
Distinctive aspects include the firm’s documented arrangements and client mix that extend beyond typical retail households to include banks and thrift institutions, investment companies, and other institutional or professional clients, as reflected in its client-type disclosures and related-person affiliations. Several advisory team members engage in life insurance product sales and the firm may use non-securities annuities or insurance on a fee or commission basis, and the overall client base size relative to the eight-advisor team yields an unusually high client count per advisor.
Based on Asset Management Strategies, Inc.
Expertise
Based on Asset Management Strategies, Inc.
Location
100 Saw Mill Road, Suite 2300
Lafayette IN 47905
Advisors at this office
3
Advisors at this office
Joyce S
Series 66
Lafayette, IN
Asset Management Strategies, Inc.
Joyce Smith is a financial advisor with Asset Management Strategies, Inc. in Lafayette, IN, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Center For Wealth Planning Advisors, Inc., BlueSafe Financial, and LPL Financial, LLC. Asset Management Strategies, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm’s investment approach focuses on asset allocation within a trend-following framework, primarily using passive index funds and ETFs, and it manages over $200 million across more than 2,000 accounts.
Jeffrey G
Series 66
Lafayette, IN
Asset Management Strategies, Inc.
Jeffrey Gasaway is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Asset Management Strategies, Inc. and has previously worked at Center For Wealth Planning Advisors, Inc., LPL Financial, and Edward Jones. Outside of his advisory role, he is involved in life and health insurance services through BlueSafe Financial LLC. Asset Management Strategies, Inc. offers personalized financial planning and discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm employs a trend-following asset allocation strategy using passive index funds, ETFs, and mutual funds, with most accounts managed on a discretionary basis and reviewed quarterly.
Jason G
Series 66
Lafayette, IN
Asset Management Strategies, Inc.
Jason Gregory is a financial advisor with Asset Management Strategies, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Integrity Brokerage Services, Inc. since 2017 and served at Waddell & Reed Inc. from 2012 to 2017. Gregory is also a board member of Industrial Federal Credit Union in Lafayette, IN. Asset Management Strategies, Inc. provides personalized financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm emphasizes asset allocation through a trend-following approach, primarily using passive index funds and ETFs, and manages approximately $207 million across over 2,000 accounts.
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