Selerski Asset Management, LLC

Selerski Asset Management serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities, and employee benefit plans, offering financial planning, discretionary investment management, and qualified plan consulting services. The firm is a small independent adviser managing roughly $40 million in discretionary assets for about 50 clients and operates as a solo practitioner.

The firm’s investment approach centers on strategic asset allocation with custom portfolios mapped to one of fifteen target risk allocations or to one of three firm model portfolios, and it may implement short‑term tactical adjustments based on market outlooks. Selerski Asset Management uses a mix of analytical methods — technical, fundamental, cyclical, quantitative and qualitative analysis — monitors accounts at least annually, and may use margin as a rebalancing tool when authorized by the client.

What is distinctive in this brochure is the emphasis on qualified plan consulting: the firm provides both plan‑level and participant‑level, discretionary and non‑discretionary consulting, educational seminars and enrollment meetings, and states it may act as an ERISA fiduciary under Section 3(21) and/or 3(38). Offering those retirement plan consulting capabilities and the ability to negotiate plan arrangements (with fees administered through plan fund structures) is relatively uncommon for an independent solo adviser with this asset and client base.