Consolidated Asset Management, LLC

Consolidated Asset Management provides ongoing, personalized portfolio management to individual and high‑net‑worth clients, tailoring investment profiles and investment policy statements to each client's cash flows, tax considerations, risk tolerance, and time horizon. The firm advises across mutual funds, equities, ETFs, fixed income, treasury inflation‑protected securities, and insurance products including annuities, and delivers regular portfolio monitoring and reporting.

The firm’s investment approach combines fundamental and technical analysis and emphasizes long‑term trading strategies matched to clients’ intended holding periods and risk tolerances. It documents client objectives in written Investment Profiles, seeks discretionary authority to implement asset allocation and security selection, and reviews accounts at least quarterly or upon material changes.

Distinctive features noted in the brochure include that a supervised person is a licensed insurance agent who accepts compensation for the sale of insurance products, a potential conflict the firm discloses and documents for clients; advisory fees are charged separately and are not reduced to offset insurance commissions. The brochure also states the firm will act as a fiduciary under ERISA and the Internal Revenue Code when advising retirement plan accounts or IRAs, a service and regulatory posture that some independent advisers do not emphasize.