CORE STRATEGY

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WallStreet-w-Flag.jpg

CORE STRATEGY

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What distinguishes ASA from most other wealth managers is its approach to equity ownership.


According to a myriad of studies, professional wealth managers are very likely to underperform the market. Additionally, individual investors left on their own, fair even worse, often with spectacularly disappointing results. One option to consider in regard to an individual's equity positions is a portfolio of primarily broad-based, low-fee index vehicles. This will potentially insulate investors from single stock risks but it will still leave them subject to the indexes market volatility. ASA takes risk mitigation a step further by employing a strategy that works toward lowering the overall volatility of an investor’s equity position.

(No strategy assures success or protects against loss.)

OUR BELIEF

It is our belief that the typical investor belongs primarily in broad-based index vehicles coupled with a strategy that works toward reducing the volatility of the equity portion of a client’s holdings. This method enables them to potentially keep a higher percentage of their funds in stocks, and out of traditionally lower returning vehicles.

 

All wealth advisors, though, cannot afford the requisite time and attention, necessary to competently execute this strategy. For a nominal fee, ASA will implement our methodology for this portion of our customer’s holdings. 


Through our alliance with LPL Financial, ASA offers a number of products and services for both index and individual stock holdings.