AS Investments offers customized investment management services to high-net-worth individuals, trusts, and estates. AS Investments works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm constructs portfolios using diversified exchange-traded funds and individual bonds. AS Investments acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Fee Structure
AS Investments charges a percentage of the value of your investments. The fee ranges from 0.50% to 1.25% per year, depending on the complexity of the services, the investment requirements, the amount of assets managed, and the overall relationship with AS Investments. More complex relationships may be charged a higher fee. Fees are negotiable at AS Investments' discretion.