ASSET STRATEGIES, INC

Overview

Asset Strategies, Inc. is an independent registered investment adviser that serves individual and family clients as well as institutional accounts. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-assets, hourly fees, and flat fees. Asset Strategies does not identify itself as an active ESG investor and is not designated as a multistate adviser in the available filings. The firm maintains industry relationships across brokerage, advisory, and insurance channels, reflecting a practice that combines discretionary portfolio management with access to third-party products and services. The combination of advisory services and selection-of-other-advisers capability positions the firm to implement both direct asset management and externally managed solutions for clients.

Assets & Accounts

Investments & Alternatives