Worth Asset Management

Worth Asset Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and retirement plans, offering services such as cash management, distribution planning and insurance advice. The firm reports managing approximately $288 million in client assets and offers ongoing account reviews and reporting to its roughly 300+ client relationships.

Worth tailors strategies using client questionnaires and risk profiles, permits clients to impose reasonable investment restrictions, and employs security analysis methods including fundamental and technical analysis and third‑party corporate rating services. The firm combines in‑house management with the use of sub‑advisors (the brochure lists AQR and Parametric as examples), and delivers performance and portfolio reporting via third‑party software with quarterly reviews.

The brochure highlights several arrangements that are less common among peers: several investment adviser representatives are licensed insurance agents and Worth uses the DPL insurance platform to provide insurance reviews, education and access to products (the firm discloses it does not take commissions through DPL, while noting some representatives may receive sales compensation for insurance sold outside fee‑based accounts). Worth also discloses an affiliation with an external CPA firm and an employee connection that creates an economic benefit, and it custodians client assets at Charles Schwab while integrating third‑party sub‑advisors and reporting platforms—an operational mix that distinguishes it from many similarly sized team firms.