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.