Asset Strategy Consultants (ASC) is a Maryland Limited Liability Company founded in 1991 by Charles E. Herget, Jr. and Alfred J. Morrison.
There are currently 10 analysts, 11 client services / support staff and 15 consultants registered with the organization consulting on approximately $7.8 billion in client portfolios.
In addition to our headquarters in Baltimore, we maintain consulting offices in Atlanta, Boston, Chicago, Harrisburg, Raleigh/Durham, Savannah, Washington, DC and West Palm Beach.
ASC is an independent investment management consulting firm, providing institutional quality services to fiduciaries and trustees of endowments, foundations and retirement plans. ASC is a Registered Investment Advisor with the Securities and Exchange Commission. 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.
ASC has earned membership in the prestigious Independent Advisor Group (IAG) of Callan Associates Inc., which is limited to a small number of Advisors around the country. Callan, one of the oldest, largest and most respected investment management consulting firms in the United States provides investment consulting services for more than 300 institutional clients with over $842 million in assets. The average portfolio of each Callan client is in excess of $2 billion.
Callan created the IAG division to make available sophisticated, objective and comprehensive investment consulting resources to advisory firms, such as ASC, that work with clients in the middle market. The investment resources coordinated by the IAG include capital market research, asset allocation and other computer simulation models, comprehensive investment manager/mutual fund databases, performance measurement databases and ongoing professional consulting services. All client work is generated by our Baltimore-based professionals, and the resources we procure from Callan are only one component of various resources we access. It is important to note that ASC has access to the Callan resources without being captive to them. ASC pays an annual fee for access to Callan’s resources. Our relationship has been quite positive since the inception of our firm.
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