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 year after year.

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 or falls, the fee-based asset manager will experience an increase or decrease in fees collected, but also in the future value of the assets moving forward.

The motivation of each type of firm can be distinctly different. Here in this video we provide a greater explanation of these differences so that you can make an informed choice as to who manages your assets. Understanding the difference between fees and commissions in this respect, will help you to evaluate your options with another valuable piece of knowledge.

What 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 economic issues that effect the way that your financial portfolio is being managed. Watch this short introductory video explaining this and other ways we can work with you.

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 “suited” to sell the financial product.

Governed directly by the SEC, a Registered Investment Adviser is held to a standard that every decision made on behalf of a client has to be handled in the client’s best interest.

As explained in this video there is a difference in the rules governing each type of firm. These differences affect the manner in which your assets might be handled.

This video details our approach to managing our fixed income portfolio.

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.

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.