Asset Strategies Portfolio Services’ Clients Consistently Out-Perform Their Peer Groups

George Vitta, President, Asset Strategies Portfolio Services

Asset Strategies is proud to announce that most of their clients achieved 2009 Total Fund Returns ahead of expectations and that out-pace their peer group universe. These results hold true across multiple categories of investors. Despite the capital market meltdown in 2008, clients achieved strong results. This momentum carried into 2009, providing excellent results across the spectrum of Asset Strategies’ clients. Highlights of The Various Achievements Include:

Pension Plans: #1 Public Plan in the U.S. for 10 years ending 12/31/2009 #1 and #2 in the Small and Mid-Sized Categories in the U.S. Nearly all clients ranked in the top quartile for one, three, and five years

Health and Welfare Plans: All in top quartile

Foundation and Endowments: Average in the top half of their peer group universe

Cash Management: All top decile

Comments are closed.