The financial needs or concerns of individuals may range from preserving personal wealth to securing a retirement income. Managing finances entails sufficient knowledge and guidance on the management of money. There is a need to ensure that one can maximize his or her money resources because economic or financial crises can also affect the economic standing of a business or an individual. Although safekeeping one’s savings in a bank is one way to ensure that the money earned from hard work will not go to waste, there is another way to manage income and wealth. […]
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.