Managing your finances can be overwhelming if you lack the time and proper resources to do it yourself. Our clients prefer having all of their financial concerns addressed under one roof. This includes designing and implementing investment portfolios, tax planning, estate planning, insurance protection planning, etc. One phone call to the quarterback and we run with the ball.

Financial Strategies
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 funds. 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.

Our Code of Values

Andrew Stuart Asset Management (ASAM) clients are the most important people in this office, whether they are visiting in person, corresponding by mail, or speaking on the phone. All of our clients deserve a timely response to all inquiries or contacts.

•...Our clients are not dependent on us we are dependent on them.

•...Our clients are not an interruption of our work. They are the purpose of it.

•...We are not doing them a favor handling their inquiries. They honor us by giving us an opportunity to earn their business.

•...Our clients are not to be argued with. No one ever wins an argument with an ASAM client.

•...We hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients' affairs.