Asset Management Services Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,829,692
Total clients
53
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$91,126
About
Asset Management Services Group, Inc. advises individual and business clients and manages risk‑focused mutual fund and variable annuity "AMSG Profile Portfolios." The brochure notes those portfolios are used in a range of retirement and tax‑advantaged accounts, including IRAs, 401(k)s, 403(b)(7)s, profit‑sharing plans, defined benefit and defined contribution plans.
The firm combines Modern Portfolio Theory with a Price Trend Management process and describes daily monitoring of funds and sub‑accounts to make buy and sell determinations intended to provide downside market protection. AMSG presents this as "Dual Professional Management," selecting funds from a broad database of mutual funds and variable annuity sub‑accounts while adding its own timing and oversight layer.
What is distinctive for a small independent adviser is the explicit emphasis on active market timing of mutual fund and VA positions and continual oversight to time entries and exits, rather than a purely buy‑and‑hold mutual fund allocation. The firm also highlights use of its Profile Portfolios for employer‑sponsored and pension‑type plans, including profit‑sharing and defined benefit arrangements, a client segment that is less common among similar solo advisers.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% annually $500,000 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually
Account minimum: $10,000
Main office location
Asset Management Services Group, Inc.
4 Palm Springs Ct
Toms River NJ 08753, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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