Insights

An investment in knowledge pays the best interest.

~ Benjamin Franklin

ASC’s latest news & insights: Market Reviews, Retirement Insights, Perspectives, and Research.

3Q21 Retirement Insight

June 7, 2021

READ

Diversity, Equity & Inclusion for Asset Allocators

May 11, 2021

Watch Video
Tune-in for an informative discussion about DEI and the heightened interest surrounding this topic over the last 12-18 months.

Panelists:
David Gilmore, Deputy Chief investment Officer at the Harry & Jeanette Weinberg Foundation
Scott Bissett, Director at Case Western Reserve University’s Investment Office

Asset Strategy Consultants Deepens Investment Office and Private Wealth Services

April 1, 2021

Juan M. Buendia joins as Senior Client Advisor to Institutions and Families

Baltimore, MD (April 1, 2021) – Asset Strategy Consultants (ASC), an independent investment advisory firm, today announces the deepening of its institutional investment office and private wealth practices with the hiring of Juan M. Buendia as Senior Client Advisor.  Juan brings over 30 years of global client experience and investment perspective to ASC, which today has more than $8 billion in institutional and family assets under advisement. 

Prior to joining ASC, Juan advised endowments, foundations, sovereign wealth funds, central banks and family offices worldwide and directed client groups at leading and pioneering global investing firms such as BlackRock and Brinson Partners in New York.  Most recently, he headed the Baltimore office for Hirtle Callaghan, an outsourced investment office specialist firm.

Juan’s hire is another step in ASC’s strategic and deliberate expansion into discretionary investment solutions tailored to institutions and families.  That effort was formalized in late 2019 with the hiring of Andy Conner, a former Deputy and Interim Chief Investment Officer (CIO) at the Johns Hopkins University Office of Investment Management, as the firm’s new CIO.  Later in early 2020, ASC acquired Belay Group, a Baltimore-based private wealth management firm led by investment veteran, Tony King. 

“Juan’s arrival strengthens our value proposition of servicing clients with knowledgeable and seasoned professionals,” said Bobby Merrick, Principal at Asset Strategy Consultants’ Hunt Valley headquarters. “Additionally, Juan’s expertise for growing businesses will prove instrumental as we expand our discretionary investment services offering.” 

“I am very excited to be joining the team at Asset Strategy Consultants,” said Juan Buendia. “ASC has an enviable list of long-tenured clients and the firm’s response to the growing interest in discretionary investment management is unique and impressive.  I am also particularly pleased to be joining a firm with a deep client service and consultative culture.”

About Asset Strategy Consultants

Founded in 1991, Asset Strategy Consultants (ASC) is a privately held, independent investment advisory firm that provides customized services to fiduciaries of endowments, foundations, retirement plans, insurance companies and families. ASC assists clients in managing investment risk and achieving their long-term goals. The firm, headquartered in Hunt Valley, MD, has three other offices along the East Coast. For more information, please visit www.assetstrategyconsultants.com

Contact

For more information about this press release, please contact India Suter, Director of Business Development at ASC.

 

410-584-2137

suter@assetstrategyconsultants.com

1Q21 Market Review

April 19, 2021

READ

Next Generation DC Plans: Decumulation Phase & Retirement Income

March 31, 2021

Watch Video
What happens after saving the proverbial nest egg and it is time to collect? How do you take a lump sum and covert it into income? In some respects, accumulating that retirement balance is easier than managing the payout to yourself. Listen to a brief history of retirement plans, the passing of ERISA, the evolution of DC Plans, the recent SECURE Act, and explore Guaranteed and Non-Guaranteed withdrawal options.

Stacy Heistand, CFP, AIF, QPA, QKA, QPFC
Sr. Consultant – Asset Strategy Consultants

Adam Meehan, Esq,
Partner – Smith & Downey, P.A.

2Q21 Retirement Insight

March 16, 2021

READ

Is the Endowment Model Right for My Endowment

February 12, 2021

Watch Video

2021 Global Capital Market Outlook

January 21, 2021

Watch Video

4Q20 Market Environment

January 21, 2021

READ

4Q20 Market Review

January 20, 2021

READ

1Q21 Retirement Insight

December 7, 2020

READ

3Q20 Market Review

October 23, 2020

READ

3Q20 Market Environment

October 21, 2020

READ

Investment Committee Governance in the Age of COVID-19

October 20, 2020

READ

4Q20 Retirement Insight

September 21, 2020

READ

2Q20 Market Environment

August 25, 2020

READ

2Q20 Market Review

July 23, 2020

Read

Wall Street vs Main Street
Is the Decoupling of the Economy & the Stock Market Sustainable?

July 31, 2020

Read

3Q20 Retirement Insight

June 29, 2020

READ

1Q20 Market Review

May 1, 2020

Read


1Q20 Market Environment

April 21, 2020

Read


2Q20 Retirement Insight

March 12, 2020

Read


4Q19 Market Environment

January 16, 2020

Read


2019-2020 Frontlines

January 16, 2020

Read


4Q19 Market Review

January 15, 2020

Read


1Q20 Retirement Insight

January 5, 2020

Read


4Q19 Market Review

January 3, 2020

Read


4Q19 Retirement Insight

December 18, 2019

Read


3Q19 Market Environment

October 14, 2019

Read


3Q19 Market Review

October 4, 2019

Read


3Q19 Retirement Insight

July 2, 2019

Read