Design Asset Management, LLC

The firm is a state‑registered, single‑advisor independent investment adviser that provides fee‑based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, investment advisors and business entities. Services are tailored through ongoing consultation and may be delivered under asset‑based or negotiated fixed fee arrangements.

The advisor applies a mix of fundamental, technical and cyclical analysis to construct diversified portfolios that can include exchange‑listed securities, mutual funds and ETFs, individual bonds and stocks, REITs, and, for accredited investors, privately offered Regulation D investments. When agreed with clients, the firm may implement active strategies—including short‑term trading, hedging, use of options and other derivatives, and borrowing on margin within separately managed accounts.

Notable distinctions include the firm’s willingness to use derivatives and margin in separately managed accounts—an uncommon practice among peers—and an explicit service niche that includes charitable organization clients and support for private placement investments. The firm operates with a modest asset base and small client roster under a single advisor, enabling customized scopes of service (such as fixed‑fee arrangements or expanded hedging/derivative programs) and occasional investments in interval funds that can impose periodic liquidity constraints.