Asset Strategy Consultants

Good fortune is what happens when opportunity meets with planning

~ Thomas A. Edison

Mission

Our mission is to be a leading independent provider of unbiased investment advisory services and education to institutions and families.

We seek to enhance our clients’ ability to fund their priorities through consistent investment results over a long period of time. We place the values of our profession—our commitment to helping investors meet their goals—above the economics of our business.

We do this by building custom portfolios that reflect each client’s objectives, risk tolerance, and constraints. Our open architecture allows us to partner with those we believe are the best investment managers in the marketplace.

ASC At a Glance

53 institutional client relationships with an average tenure of 12 years

20 investment professionals, including 7 senior advisors, who average over 25 years of investment experience

Advise on over $10 billion in assets, including $1.4 billion in discretionary mandates

Providing private clients with investment advice since 2008

100% employee-owned, since our founding

SEC registered investment adviser

History

Founded in 1991, by Charles E. “Ted” Herget and Al Morrison, ASC launched as one of Maryland’s earliest institutional investment consulting firms, serving philanthropic institutions, corporations, and faith-based organizations.

In our first two decades, the firm expanded with the addition of regional offices in Boston, Harrisburg, and Raleigh/Durham. Responding to our clients’ needs, ASC broadened its services to include qualified retirement plans, outsourced investment office, and private wealth.

The last five years have been an exciting chapter at ASC. Our Institutional Consulting business remains robust. The Outsourced Investment Office and Private Wealth solutions are two initiatives that have seen substantial capital investment. The firm remains committed to its client-first, conflict-free mandate, and the next 30 years should be no different.

Services

ASC’s comprehensive investment approach serves Institutional Consulting, Outsourced Investment Office, and Private Wealth clients.

Institutional Consulting

ASC has a history of serving fiduciaries for endowments, foundations, and retirement plans. We strive to deliver the resources of a large firm while preserving the ability to tailor our advice to each individual client.

Outsourced Investment Office

Let us be your investment office.
ASC’s customized portfolios and personalized governance solutions put all the capabilities of a dedicated investment office within reach of small and mid-sized institutions.

Private
Wealth

ASC believes our private wealth clients deserve the same stewardship afforded endowments and foundations.  In doing so, we help families and individuals achieve their investment and wealth planning goals.

Institutional Consulting

ASC has a history of serving fiduciaries for endowments, foundations, and retirement plans. We strive to deliver the resources of a large firm while preserving the care of a boutique.

Outsourced Investment Office

Let us be your investment office.
ASC’s customized portfolios and personalized governance solutions put all the capabilities of a dedicated investment office within reach of small and mid-sized institutions.

Private Wealth

ASC believes our private wealth clients deserve the same stewardship afforded endowments and foundations.  In doing so, we help families and individuals achieve their investment and wealth planning goals.

Meet Our Team