Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC provides wealth management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) as well as corporate and non‑profit retirement plans, offering services that include ERISA 3(21) and 3(38) fiduciary roles. The firm operates as a multi‑advisor team and reports roughly $649 million in assets under advisement across several hundred client relationships.

The firm’s investment process combines quantitative and qualitative manager research to build tailored portfolios using mutual funds, ETFs, separately managed accounts and, for qualified plans, Collective Investment Trusts; positions are generally chosen with a long‑term holding horizon. While ASA offers discretionary management, a substantial portion of its AUM is managed on a non‑discretionary basis, and the firm uses third‑party platforms (for example, Pontera for held‑away accounts and a cash sweep program) to support account aggregation and cash management.

Notable distinctions relative to many multi‑team peers include disclosed affiliations with a licensed real estate brokerage and related entities, where some investment adviser representatives may also act as real estate agents or insurance producers under separate agreements—relationships the firm identifies as potential conflicts of interest. The combination of a predominantly non‑discretionary asset base, use of held‑away management tools, and these ancillary real‑estate and insurance activities gives the firm an atypical service profile for its category.