Insights

An investment in knowledge pays the best interest.

~ Benjamin Franklin

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

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Special Reports

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.”
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Wall Street vs Main Street Is the Decoupling of the Economy & the Stock Market Sustainable?
2019-2020 Frontlines

Webinars

Diversity, Equity & Inclusion for Asset Allocators

May 11, 2021

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

Next Generation DC Plans: Decumulation Phase & Retirement Income
March 31, 2021
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.

Is the Endowment Model Right for My Endowment
February 12, 2021

2021 Global Capital Market Outlook
January 21, 2021