Huckstep Asset Management, LLC

The firm provides financial planning, investment management, and model portfolio services to a range of clients including individuals, families, trusts, estates, charitable organizations, small businesses, investment companies, insurance companies, and pension plans. Services described in the brochure include written comprehensive financial plans, discretionary portfolio management, and fixed-fee planning projects.

Investment decisions are driven by a focus on low-cost, globally diversified portfolios with asset allocation treated as the primary driver of returns; the adviser uses a five-step process that combines building-block return forecasts, mean-variance optimization, qualitative investment selection, portfolio construction, and ongoing monitoring. The firm offers both strategic asset allocation portfolios and tactical “Momentum Portfolios” that adjust asset-class targets monthly using quantitative total-return momentum signals.

What is distinctive is the firm’s scope relative to its size: despite reporting a small asset base and few accounts, it builds and sponsors wrap-model portfolios for third‑party 1940 Act platforms and will accept customized institutional mandates for insurance companies, pensions, corporations, and other investment managers. The firm also provides portfolio-by-portfolio quarterly performance attribution reporting and periodic webinars for platform clients, reflecting services more commonly found at larger or institutional-focused advisers.