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Asset Strategy Consultants LLC

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Asset Strategy Consultants LLC

Mission statement:

   We assist clients in the pursuit of achieving superior investment performance, reducing risks, and controlling expenses of their portfolios. We do this by:

   Developing portfolio risk/return profiles through strategic asset allocations
   Using tactical asset allocation to address capital market trends
   Consistently hiring top performing investment managers in each asset class with appropriate risk parameters at the point of retention
   Monitoring manager’s investment performance
   Recommend replacing underperforming managers when necessary
   Negotiating favorable fee structures with investment managers and custodians, and ensuring best execution on all transactions
   Utilizing commission recapture programs where appropriate

Overview:

A Premier Boutique Investment Consulting Firm
Very Focused: Consulting only with endowments, foundations and retirement plans in middle market
Independent and Objective: Our firm has no affiliation with brokerage firms, banks, insurance companies, or any other product vendors
Professional Fee Basis Only: No acceptance of commissions or finders fees from any product providers

A robust database of over 3,000 investment managers (nationally and international), specializing in 39 separate asset style categories
A database of over 3,500 managers in Alternative Investments, such as hedge funds, venture capital, private equity, real estate, natural resources, etc.
A robust database of over 15,000 mutual funds
Institutional performance evaluation software
Online custodial access to client data
We are a member of the IAG of Callan Associates, one of the oldest, largest, and most respected investment consulting firms in the United States. Callan provides investment consulting services for more than 280 institutional clients with approximately $877 billion in assets. The average portfolio of each Callan tax-exempt client is in excess of $3.1 billion.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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