Asset Management Strategies, Inc. provides fee only investment advice specializing in retirement planning, IRAs, 401k rollovers and long-term investing. AMS will provide investment management services and financial planning to help you make the most difficult financial decisions at the most difficult times.
We pride ourselves on educating our clients so that they can make informed decisions rather than be victims of great salesmanship. Thank you for the trust you've placed with us. Our financial planners avoid potential conflicts of interest by working solely for you. Our success is attributed to the philosophy that we will always place our client's best interests ahead of our own.
We pride ourselves on educating our clients so that they can make informed decisions rather than be victims of great salesmanship. Thank you for the trust you've placed with us. Our financial planners avoid potential conflicts of interest by working solely for you. Our success is attributed to the philosophy that we will always place our client's best interests ahead of our own.
Services
Our office is headquartered in the Indianapolis Metro area and we serve clients throughout the US. We have been in operation as a Registered Investment Advisory since 2005. Prior to that, we operated as a branch office of a major national broker/dealer focusing on fee - only asset management since 1995 and were licensed with a number of other firms dating back to 1985.
Last month markets reversed from down in August to up in September. Small caps and large international assets delivered better returns so our diversification helped. Let's take a look back at the unexpected performance for the month: the S&P 500 was up just over 5% which was surprising considering that at the end of Dec we were faced with.
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