Independent, Strategic Investment Advice and Fiduciary Oversight Services
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Who Are We?
- Asset Strategies Portfolio Services, Inc. was established in 1992.
- We are an independent, institutional client investment consulting firm.
- SEC Registered Investment Advisor (RIA)
- For over 22 years we’ve provided strategic investment advice and oversight for all major plan sponsor types including government retirement plans, corporate retirement plans, union and multi-employer funds, endowments, foundations, healthcare plans and managed risk pools.
What We Do
- Our consultants provide strategic investment advice and fiduciary oversight services for institutional investors, including plan sponsors, fund administrators and trustees.
- Asset allocation, asset-liability management, plan efficiency review, performance analysis, capital market opportunities and risk assessment
Why Choose Us?
- Unbiased and timely advice
- Extensive experience in up and down markets
- Knowledge of theory with translation into practical applications
- State of the art investment models and established industry resources
- The cornerstone of our philosophy is the belief that we must add value for our clients.
- This is generally accomplished by continuously working to make fiduciary responsibilities easier to manage and by identifying ways to enhance the long-term value of their funds.
- We serve as co-fiduciary for our clients.
- The knowledge, skills and experience we bring to each relationship provides a significant resource for managing fiduciary responsibilities.