A complete list of active advisors currently associated with Asset Strategies, Inc

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

Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting to individual and charitable clients. The firm reports approximately $59.7 million in discretionary assets under management across about 191 client relationships. The firm combines fundamental, technical, charting and cyclical analysis and implements both long- and short-term strategies, allocating across individual equities, fixed income, mutual funds and ETFs while treating cash as an asset class and often placing sweep balances into higher-yield money market funds. Asset Strategies may engage sub-advisors, employ leveraged and inverse ETFs in suitable accounts, and occasionally routes fixed-income trades through non-custodial broker-dealers when considered beneficial, which can result in tradeaway or prime broker fees. Asset Strategies is affiliated through common ownership with a FINRA-registered broker-dealer (American Trust) and with other registered investment advisers, including Chicago Capital Management Advisors and related advisory entities. Those affiliations allow representatives to offer commission-based securities and insurance products through affiliates and create disclosed conflicts of interest that the firm addresses through its policies and supervisory procedures.

To learn more about the advisors currently working at Asset Strategies, 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.