- 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
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We assist clients in the pursuit of achieving superior investment performance, reducing risks, and controlling expenses of their portfolios. We do this by:
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- 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
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- 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.
How is ASC Compensated?
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As an independent investment advisory firm our compensation is free of all conflicts of interest, as we operate on a fee basis only, with no acceptance of commissions or finders fees from providers of investment products. Our only source of remuneration is from our clients, and therefore, we operate on a basis of total objectivity. Fees for our services are based upon assets under our advisement.
For special projects, we provide a fee estimate prior to accepting the engagement, which is based upon our actual time and expenses.
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