Investment Processes

The Focus of this firm is to provide our clients with independent and objective financial guidance based upon that client’s conceptual needs. These types of clients include corporate retirement and pension plans, personal IRA’s, estate and living trusts, and individual portfolios.

Conference & Discovery

In cooperation with the client, and consulting with other professional resources as required, Asset Advisory Group endeavors to:

• evaluate the client’s current financial status
• establish their risk-reward tolerance
• develop a grasp of client’s near and long term goals

Asset Advisory Group thoroughly evaluates these objectives, prioritizes the client’s efforts and resources toward formulating an effective investment strategy for the benefit of the client.

Selection of Resources

Investments are selected from a vast universe of appropriate vehicles. The process of investment selection combines comparison of past performance and projected results in light of the proposed portfolio objectives and the clients consent.

Investment vehicles may include equities, government and corporate bonds, mutual funds of all types, money market accounts, insurance, annuities, and independent money management.

Implementation