• 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.
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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
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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
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Our Philosophy

    • 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.
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