Managed Portfolios

Controlling risk, taxes, and expenses, in an actively managed portfolio, form the cornerstones of our portfolio strategy.

Asset Strategy Advisors will assess your individual needs and personal situation and work with you to apply the appropriate investment solution to help you achieve your goals. Asset allocation is central to our investment management process. We utilize non-proprietary exchange-traded funds (ETF), index funds, institutional funds and separate account managers (SAM) as building blocks to control cost for our client. We apply a strategic, dynamic or tactical approach as an additional risk management implementation strategy. 

Our Approach

We follow a procedurally prudent 5-Step Process to ensure that your portfolio follows a well-conceived and time-tested step by step approach.

1. ANALYZE

We will help you identify and define your objective, tolerance for risk, time horizon for your investments, and outlook for future needs.

2. STRATEGIZE

Our quantitative analysts will help design an optimal asset allocation strategy to serve your investment objectives. We dynamically balance this mix with changing market conditions.

3. FORMALIZE

We will develop a written Investment Policy Statement (IPS) as a guiding document to codify duties and responsibilities, as well as goals and objectives.

4. IMPLEMENT

We analyze each potential investment with our rigorous due diligence process to identify the most appropriate solution, in an objective and unemotional way. Our "open architecture" platform gives us the freedom to choose the best solutions available to suit your needs.

5. MONITOR

We monitor your progress on an ongoing basis and watch for changing market conditions and new research and information. When allocations fall outside target ranges, we may rebalance the portfolio to bring allocations back to 

More Information

Communication Is Key

Rather than just receiving quarterly or annual brokerage statements from your custodian, you will receive a detailed Quarterly Monitoring Report which includes performance analysis, holdings and asset allocation detail, benchmarks, market commentary as well as 24/7 online access to your portfolios and analytical reports.

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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.

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 info@assetstrategy.com. 

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