• Business Planning
• Estate Planning
• Personal Vault
• Retirement Planning
• Risk Management
• Taxation
It's About Meeting Financial Objectives. At Andrew Stuart Asset Management Group, we personally study all the elements in your financial picture before choosing a course of action that's right for you. Just like a jigsaw puzzle, a missing piece in your financial strategy can spoil the whole picture.
That's why we analyze your current financial position and identify your objectives. Whether they include buying a dream home, sending children to college or planning for a comfortable retirement, we pull all the pieces together. The result is an individual financial program where we...
•...diversify investments
•...analyze fluctuating market conditions
•...anticipate the impact of taxes, capital gains, and inflation
•...recommend the right type and amount of insurance
•...provide estate management and distribution guidance
Once we've determined the best path, we use the tools available - stocks, bonds, mutual funds, stock options, insurance, savings, IRAs, 401(k) plans, social security, pensions - to guide you steadily toward your goal.
Our fees are not contingent on the types of investments our clients make. That's why when we tell them what they need, they know it's the right move to bring them closer to their goal.
Independence Leads to True Diversification. As an independent, full-service asset management company, we're not tied to selling proprietary products. Our freedom to choose from the universe of investments available enables us to track and pick high-quality investments. We spend a great deal of time researching the make-up of the investments we recommend, so that you end up with a more diversified portfolio reducing the likelihood of risky asset overlap. Payment for services includes asset management and analytical fees as well as commissions. Our strategy is to provide long-term asset management to help you pursue your financial goals as opposed to simply serving as a broker.
Since each financial decision tends to affect others, we encourage you to consult with us regarding your insurance, tax and estate planning needs. We'll coordinate all the financial elements to ensure everything works to move you toward your goal.
*Diversification can be thought of as spreading your investment dollars into various asset classes to add balance to your portfolio. Although it doesn't guarantee a profit, it may be able to reduce the volatility of your portfolio.
*Representatives of the Securities America companies do not provide tax or legal advice. If you require these services please consult a tax or legal professional in your state concerning your specific situation.
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Copyright ©2009, Andrew Stuart Asset Management. All Rights Reserved.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.
ASAM is licensed to sell and/or discuss securities products to residents of only the states listed: Florida, Alabama, California, Georgia, Indiana, Massachusetts, North Carolina, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Virginia, Washington, Wisconsin
ASAM is also licensed to sell and/or discuss insurance products to residents of only the states listed: Florida, Georgia, North Carolina, New Jersey, New York, Oregon, Washington
ASAM is not affiliated with the Securities America companies.
