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Asset Management

We believe the best way to manage risk and attempt to maximize return is to have access to what the marketplace has to offer.

Rather than recommending one strategy or investment company with convincing rhetoric that they are the best available, we craft an approach that introduces you to what the world of independent investing has to offer. We refer to this approach as Open Architecture.

We recommend that clients who want to use our asset management services have a minimum of $1,000,000 to invest and a five-year investment time horizon.

Asset Management Strategies, Inc. uses a variety of asset allocation strategies to proactively position your accounts for the most benefit in ever-changing market environments. For more than 25 years, our process has actively worked to build strategic models, utilize institutional investment companies, allocate the portfolios according to the dictates of strategic modeling, monitor the effectiveness of the strategies, and make modifications as needed.

As market conditions change, our strategic models seek to identify which risk management strategies can assist in limiting the downside of the market, which alternative investments can improve returns while reducing risk, when to move to cash or reduce equity exposure and when to shift strategies.

Investment adviser representative offering securities and investment advisory services through Cetera Advisors LLC, member FINRA,SIPC.

Broker/dealer and advisory services available to residents of CA, MO, NJ, OK & WA. Insurance services available to residents of WA.

Asset Management Strategies, INC. is not affiliated with Cetera Advisors LLC.