A complete list of active advisors currently associated with Aston Sandel
Warmer can help you find a great advisor at Aston Sandel or one who fits your needs even better.
Aston Sandel (ASYS Risk Group, LLC) provides discretionary portfolio management primarily for individuals, including high‑net‑worth clients, and for businesses, tailoring portfolios to each client's financial situation, goals, risk tolerance and time horizon. The firm began operations in 2026 and manages client accounts through a custodial relationship, with performance and account information available via the custodian's portal. The firm's investment process emphasizes a long‑term growth orientation and combines macroeconomic and sentiment analysis with both fundamental and technical research to construct diversified portfolios using stocks, ETFs and bonds. Aston Sandel manages accounts on a discretionary basis and reviews client accounts at least quarterly, relying on custodian statements for holdings and performance reporting. The brochure discloses several features that are less common for a firm of this size: personnel are licensed insurance agents and operate an insurance agency (and may receive insurance commissions), and the firm recently discontinued a separate performance report in favor of custodian‑provided statements. The ADV also states the firm may serve other types of clients beyond individuals and businesses, a flexibility that can include institutional or tax‑exempt entities and is atypical for similarly sized independent advisers.
To learn more about the advisors currently working at Aston Sandel, 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.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, AL
| 0
|
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