ASSET ALLOCATION STRATEGIES, LLC

Overview

Asset Allocation Strategies, LLC is a fee-based wealth manager that blends discretionary portfolio management with consultative planning and outsourced-manager selection. The firm serves both individuals and institutions, providing financial planning, portfolio management for individuals, small businesses and institutions, and running educational seminars and workshops. Its business model includes fee arrangements tied to a percentage of assets under management along with hourly and fixed-fee engagements, and the firm acts as a capital allocator — directing client capital into third‑party managers when appropriate. Investment activity shows a clear tilt toward liquid equity ETFs as the core engine of portfolios, supplemented by targeted use of mutual funds, corporate debt and insurance products when client objectives require income or liability-matching. The firm also uses external alternative managers to access hedge fund strategies and real estate exposures, indicating a multi-strategy approach to diversification and risk management. Asset Allocation Strategies offers both discretionary and non‑discretionary mandates and has the operational footprint to service a sizable retail and institutional client base.

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