Asset Management Strategies

read moreMy personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

read moreWe serve investors seeking sound investment strategies and solutions, as an alternative to the traditional buy-hold investment approach, to help investors pursue their financial goals. Asset Management Strategies, Inc. is a premier wealth management firm located in Bellevue, Washington. Established in 1988, and later incorporated in 1998, Asset Management Strategies, Inc. provides investors across the United States a fee-based, objective and independent experience operating from an Open Architecture approach to the world of investments.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreRetirement planning refers to the process of identifying your lifetime dreams and financial hopes, developing strategies that move toward achieving these, and executing this plan in order to arrive at your financial goals. 1 How much you need to save in order to reach a lump-sum value of assets to be used later for replacement of income. 2 Whether your existing portfolio is sufficient to meet your current needs for income replacement or whether your portfolio needs to be adjusted. The first stage assesses your readiness to your financial goals based on your desired age and lifestyle needs, and offers suggestions aimed at increasing your chances of success.

read moreWe believe the best way to manage risk and attempt to maximize return is to have access to what the marketplace has to offer. This approach allows you access to premier institutional investment managers and non-proprietary investments. It allows us to operate with integrity concerning our fiduciary responsibility to serve your best interests. Conversely, Closed Architecture limits choices, may not be in a client's best interest and is often encumbered with conflicts of interest. Open Architecture validates our independence and objectivity.

read moreWhen you become a client, our process begins with an evaluation to understand your needs, attitudes and aspirations. The information yielded in this evaluation becomes the mortar for building your financial program; the more information you provide, the stronger the foundation will become. After your evaluation, we present a plan that offers suggestive strategies that utilize institutional investment companies or highly-rated insurance companies that best fit your financial objectives and goals.

read moreSolutions that involve the actual management and monitoring of investment assets and the execution of asset allocation strategies are performed on a percentage-of-assets fee. Basing our fees on a percentage-of-assets provides transparency not typically found in commission-based services. In addition, both you and Asset Management Strategies, Inc. benefit as your assets increase over time, aligning our incentives. Your growth leads to our growth. In providing wealth management services, we also manage trust assets and guardianship accounts.