At Asset Solutions, we develop comprehensive investment strategies that best utilize technical, cyclical, and fundamental analysis. We constantly monitor the business cycle to evaluate market risk and determine which asset classes have the highest odds of performing well. With this information, we invest in certain market sectors that are providing superior risk- adjusted returns. As a result, client accounts may not be diversified and could even be invested in one or a few market sectors/ asset classes.
We believe in building strong, long-term relationships with our clients. We work with you to understand your goals, tolerance for risk, and investment objectives, so that you will be in the best investment position possible for your situation.
Before the initial meeting, we ask all clients to fill out appropriate paperwork and participate in Riskalyze, an app that allows us to analyze your unique tolerance for Risk and to best understand your financial situation. For a detailed explanation of the Riskalyze process see our Portfolio Review page. To get started, click the button below.
Once we have gathered your risk assessment from Riskalyze, we then examine your current portfolio to analyze how your current holdings hold up relevant to your tolerance for risk. We can then make the necessary corrections and adjustments to align your risk tolerance and goals with your investments.
Once we have a plan of action in place, we will continue to meet as often as necessary. We pride ourselves in free, open communication with our clients, and we work with them to build a solid, worry- free financial future. We will also send weekly market updates and suggest we meet once every 6-12 months based upon your needs and preference.