The material is provided for informational purposes only, is not to be relied on for tax or legal advice and does not constitute an offer to buy or sell any investment product Forecasts and past performance do not guarantee future results. Direct investment in an index is not possible. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the "Risk Factors" section of any prospectus, private placement memorandum or offering circular. 

Advisory Services offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor”.  “Securities offer through Concorde Investment Services, LLC. (CIS), member FINRA/SIPC”. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA,CIS and ASFG are separate companies, all of whom are independent of Forbes, Business Insider, and

  • LinkedIn Social Icon
  • Facebook Social Icon
  • Twitter Social Icon
  • YouTube Social  Icon

To view a copy of our Customer Relationship Summary (CRS), please Click Here

Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at 

© 2021 Asset Strategy, LLC 

 Privacy & Use Policies  |  Broker Check  | Tax & Legal Discloure