ASSET MANAGEMENT STRATEGIES, INC.

Overview

Asset Management Strategies, Inc. is an independent registered investment adviser organized as a corporation and operating primarily for individual and family clients, including small businesses. The firm combines traditional financial planning and discretionary portfolio management with licensed insurance brokerage and accounting activities, which suggests an integrated approach that spans investment allocation, insurance placement, and tax-aware planning. Their billing model is flexible—percentage of AUM alongside hourly and fixed fees—allowing them to serve both ongoing wealth-management relationships and one-off planning or consulting engagements. Investment behavior is client-driven and manager-dependent rather than acting as a principal capital allocator. The firm does not position itself as an ESG-focused adviser and is not registered as a multi-state adviser. Reported allocations emphasize conventional core holdings (mutual funds and corporate debt) supplemented by specific alternative exposures in real estate, commodities, and oil & gas. That mix indicates a tilt toward income and sector-based diversification, with the capacity to use annuities and other insurance-wrapped products as part of client solutions.

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Location & Offices