Core Strategy

What sets ASA apart from other wealth managers is our goal for high-return, and risk aware approach to equity ownership.

Market meta-analyses have shown that day traders all too often underperform the market and individual investors fare even worse, often failing spectacularly. Market myopia and impulsive responses to market vicissitudes are the usual reasons. The most commonly employed corrective to these unprofitable approaches is a portfolio of primarily broad-based, low-fee index vehicles intended to insulate investors from single stock risks, but this strategy nonetheless leaves investors at the mercy of the index’s market volatility.

Because no strategy guarantees success or protects against all loss, ASA adds another layer of risk mitigation by employing a strategy to in an effort to lower the overall volatility of investors’ equity position. By doing so, we enable investors to allocate a smaller percentage of their funds to traditionally lower returning vehicles and a higher percentage to stocks. Our methods seek to work toward achieving some of life’s most important long-term financial goals: debt consolidation, home buying, estate planning, and college and retirement allocation.

Our Position

In light of the potential advantages of our core strategy, it is our position that many investors will fare best with primarily broad-based index vehicles, provided they are coupled with a strategy that seeks to reduce the volatility of the equity portion of the client’s holdings. At the same time, we scour the market landscape for well-performing, undervalued equities to potentiate overall performance.

Of course, having a position is not the same as executing one: What distinguishes ASA from one-size-fits-all wealth advisors is our willingness to commit the time and attention necessary to competently execute our strategy. For a nominal fee, ASA’s team will implement our methodology to work toward stabilizing the equity portion of each client’s holdings and personally monitor its efficacy.

Our alliance with LPL Financial enables us to offer a broad range of products and services for both index and individual stock holdings, and our commitment to our clients means we strive to design from the available offerings a bespoke wealth-management strategy that simultaneously best suits their individual needs, works toward maximizing their financial well-being, and respects their risk tolerance.

*No strategy assures success or protects against loss.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.