Nasche Asset Management LLC

Nasche Asset Management provides ongoing asset‑management and investment‑advisory services to individuals, high‑net‑worth clients, families and family trusts, and small business entities, managing accounts that hold stocks, bonds, ETFs and similar securities. The firm operates on a non‑discretionary basis, delivering recommendations while requiring client approval before implementing trades.

The investment approach emphasizes long‑term, value‑oriented selection combined with strategic and tactical asset allocation, and may include option writing (covered and uncovered), modest cash positioning, and adjustments for special situations such as low‑basis stock or legacy holdings. Portfolio construction relies on a mix of fundamental, cyclical and technical/charting analysis and is tailored to each client’s objectives, with accounts monitored and client contact provided at least annually.

Distinctive features include that all reported assets under management ($20,604,451) are maintained on a non‑discretionary basis, which is relatively uncommon among independent advisers and can affect trade timing if clients are slow to respond. The firm’s small client base (29 clients) supports individualized account restrictions and hands‑on tailoring, and the adviser does not vote client proxies, leaving proxy‑voting decisions to clients.