ASSET MANAGEMENT SERVICES GROUP, INC.

Overview

Asset Management Services Group, Inc. is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses while also serving institutional clients. The firm charges a percentage-of-AUM fee and offers a mix of advisory work that includes pension consulting and market timing services. In addition to advisory services, the firm operates as a real estate broker, which can influence how it integrates real estate considerations into client planning. The firm’s stated investment preference tilts toward equities, with exchange-traded securities representing the largest portion of its invested assets. It is not an active ESG investor and is not positioned as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices