In this video we’ll be talking about our particular investment style. We employ various theories and strategies that help grow your assets in a good market and protect your assets during a down market. The bottom line is a careful balance between growth performance and protecting your principal. Our methods have proven successful […]
This personal finance video explains working with a fee basis asset manager versus a commission basis firm. Ours is a fee based firm.
Based on the value of an account, the fee-based asset manager shares an interest in the performance of your assets for the duration of the relationship. If the value of your portfolio rises […]
What is it like to be a client of Asset Management Strategies? This video will explain what can you expect from our culture of service and support. As a client you’ll enjoy a dedicated representative to discuss your account in person, by phone, or by computer. In addition, our monthly newsletter discusses current financial and […]
There are various types of investment firms. Broker-dealers can do business as a fee-basis or as a commission basis. The regulations are different for your “Wall Street Firms” than for a registered investment advisory.
The broker-dealer is governed by a suitability standard, meaning they must sell products on the basis of whether or not they are […]
This video details our approach to managing our fixed income portfolio. The buying power and selection capability of mutual fund groups specializing in bonds and fixed income investments make them a good choice for a portfolio that is intended to minimize risk. These mutual funds command enough capital to buy into the best bond offerings […]
Watch this video to learn how to protect yourself from being a victim of this type of fraud.
Viewing this video will give you an understanding of how difficult it is to get good financial advice from traditional media sources and why.
Enjoy this colorful story of a group of women that started their own investment club. This video provides an illustration of why you can’t always trust that the financial media has done their due diligence before releasing a story.
No load mutual funds as a term is somewhat of a misnomer. In this video we provide an example of one type of investment and the total costs involved.
Once you see life through their eyes, you’ll have a better understanding for how the inherent built-in conflict of interest with commissions can lead them (and you) astray. Their motivation may not take your best interests to heart.