Choice Asset Management LLC

Choice Asset Management provides portfolio management and investment advice to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, foundations, and trusts. The firm serves a small client base and manages roughly $55.6 million in client assets, which it reports are managed primarily on a non‑discretionary basis.

Investment programs are built around diversified, long‑term asset allocation models that favor low‑cost mutual funds and ETFs, with individual equities, bonds, and alternative or illiquid direct participation investments used when they serve a specific purpose. Accounts are reviewed on a regular schedule (weekly superficial checks, monthly comprehensive reviews, and annual due diligence on alternatives), but clients retain trading authority and the firm does not routinely vote proxies or exercise discretionary trading authority.

What is atypical for a firm of this size is the predominantly non‑discretionary model—Choice Asset Management reports all assets as non‑discretionary—and that a single principal acts as the sole portfolio reviewer while also maintaining outside employment as a school teacher for roughly three‑quarters of the work week. The firm also relies on a single institutional broker‑dealer for custody, receives soft‑dollar research and educational materials, and may recommend self‑directed IRA custodians when clients invest directly in certain alternative offerings.