Managed Account Services Since 2010

We founded Asset Allocation Strategies, LLC, with one purpose: to provide investors with the knowledge and resources they need to work toward achieving their financial goals. Our combined firms oversee over $1.5 billion in retirement assets for more than 50,000 public sector employees and individual investors across the country. Asset Allocation Strategies is an SEC registered investment advisor registered in over 15 states in the US and expanding our reach each day.

Asset Allocation Strategies provides managed account services to public sector retirement plan participants, private sector plan sponsors and their employees, and individual investors. We offer retirement plan design and consulting to most every tax code retirement plan including 401(k), 403(b), 457, 401(a) and post-employment healthcare plans.

We help group retirement plan participants and individual investors reach their financial goals by offering a broad array of custom-tailored investment products and services in the areas of individual investment planning, individual retirement planning and estate planning.

Services

Asset Allocation Strategies, LLC, has leveraged 150+ years of combined experience using a process-driven approach to help meet the comprehensive investment objectives of our clients.… Learn More

Asset Allocation Strategies, LLC, specializes in working with educators and their families on their own terms to design and implement a retirement plan to help… Learn More

There is a common misconception that estate planning only becomes important when an estate reaches a certain value, a point at which tax considerations come… Learn More

Tax-exempt organizations face a growing hurdle of regulatory requirements when it comes to designing and implementing a retirement plan for employees. Asset Allocation Strategies, LLC,… Learn More

Products

This solution uses the investments available inside of your company-sponsored retirement plan. The investment funds are first screened using a proprietary process and then assembled into model portfolios that will be offered to plan participants.

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This solution uses the investments available inside of your company-sponsored retirement plan. The plan’s investment funds are reviewed using our proprietary screening process, and portfolios are constructed from those offerings.

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These solutions use a combination of no-load, institutional share and load-waived mutual funds selected using a proprietary screening process from our Registered Investment Advisor, Asset Allocation Strategies, LLC.

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This solution uses a combination of no-load, institutional share and load-waived mutual funds selected using a proprietary screening process from our Registered Investment Advisor, Asset Allocation Strategies, LLC.

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