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About Us

Asset Strategies Portfolio Services, Inc. was established in Michigan, in 1992, as an independent, dedicated asset consulting firm. We provide strategic investment advice and oversight for institutional investors, including plan sponsors, fund administrators and trustees. The company is a Registered Investment Advisor. There are no affiliations with brokers, banks, insurance companies or money managers.

Guiding Principles

  • Our Purpose
    To provide investment consulting services which exceed our clients' fiduciary needs and concerns.

  • Philosophy
    We must add value for our clients. We accomplish this by identifying ways to make clients' fiduciary responsibilities easier to manage and increase the value of their portfolios in an efficient but prudent manner.

  • Values
    Honesty and full disclosure above all else. Trust others and their knowledge, skills and experience. Respect others' opinions.

  • Inspired People
    Client commitment, dedication and hard work are our tools for building success. Maintaining a pleasant work environment and enjoying what we do are important elements of our success.

  • Financial Success
    Our rewards are tied to client satisfaction, the organization's achievements and individual contributions.

  • Continuous Improvement
    Quality preempts quantity. Actions supersede intentions. The pursuit of excellence must never end.

  • Our Reputation
    Our reputation is important. We will be judged by the standards and behavior of all our people.

To learn more about how we can help you, click on Services or call us at (248) 373-9900

 

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Asset Strategies Portfolio Services, Inc.
2635 Lapeer Road, Auburn Hills, Michigan 48326
Phone: (248) 373-9900