Avon, CO Office
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Asset Strategies Group, LLC
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Firm-wide stats for Asset Strategies Group, LLC
About
Asset Strategies Group, LLC provides comprehensive portfolio management and consulting services primarily to individual and high‑net‑worth clients. The firm’s brochure reports it manages roughly $61.3 million and delivers individualized investment programs and periodic consulting engagements.
Its investment process uses modern portfolio theory and a blend of asset‑allocation techniques alongside technical, fundamental, quantitative and cyclical analysis, with implementation via mutual funds, ETFs, individual equities and fixed income and daily monitoring and rebalancing. ASG generally operates on a non‑discretionary basis, requiring client authorization before effecting trades rather than exercising trading authority on clients’ behalf.
Notable distinctions from many peers include the firm’s predominantly non‑discretionary practice (an uncommon structure among supported firms), a requirement that clients establish custody relationships with its recommended custodian, and participation in third‑party lead generation programs as disclosed in the brochure. The firm also offers hourly consulting engagements and permits client‑driven investment restrictions, which may suit clients who prefer to retain final decision authority while receiving adviser guidance.
Based on Asset Strategies Group, LLC
Location
Avon CO
Advisors at this office
1
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