ASSET SOLUTIONS, INC.

Overview

Asset Solutions, Inc. is an independent registered investment adviser operating as a corporation with an individual-owner structure. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars. Asset Solutions positions itself as a capital allocator—managing client assets directly while also bringing in third-party managers or funds when appropriate. Investment activity is concentrated in public funds and mutual funds, and the firm does not identify as an active ESG investor. Its fee model is flexible: percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements, which lets them work with a range of client needs and engagement types. The client base and account sizes point to a mass-affluent to lower‑high‑net-worth clientele who rely on Asset Solutions for hands-on discretionary management and traditional financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices