Asset Protection Group, LLC

Overview

Asset Protection Group, LLC is a small, independent registered investment adviser that combines financial planning and portfolio management with insurance brokerage services. The firm serves individual and family clients and operates as a capital allocator, using external managers where appropriate. Its advisory services include ongoing portfolio management for individuals and small businesses, selection of third-party advisers, and educational workshops. The firm favors liquid equity exposure as its primary allocation approach and supplements that core equity exposure with allocations to real estate via third-party managers. Fee arrangements are mixed (percentage of AUM, hourly, fixed and other), and the firm operates on a discretionary basis for its managed assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices