Frisco, TX Office

Worth Asset Management provides investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), trusts, and employer-sponsored retirement plans, and also offers financial planning, cash management, distribution planning and insurance-related advice. The firm manages accounts on both discretionary and non‑discretionary bases and conducts periodic account reviews tied to client financial profiles and objectives.

Worth tailors portfolios using a mix of security analysis methods (including fundamental, technical and charting) and permits clients to impose reasonable restrictions on investments; account reviews are performed at least quarterly. The firm regularly uses outside managers and a turnkey asset management relationship with Focus Partners Advisor Solutions (FPAS) — and may recommend sub‑advisors such as AQR and Parametric — while retaining overall responsibility for the advisory relationship.

Notable distinctions disclosed in the brochure include an affiliation with an accounting practice (Barbara J. Thompson, CPA) and insurance activities: investment adviser representatives are licensed insurance agents and Worth uses the DPL insurance platform to review and offer annuities and other insurance solutions. The firm also relies on third‑party infrastructure for custody, reporting and operational support (Charles Schwab custody, Black Diamond reporting, and FPAS services), a set of arrangements the brochure discloses can create economic incentives that Worth says it manages through disclosures, due diligence and written policies; clients retain proxy‑voting responsibility.