Asset Strategy Consultants

Asset Strategy Consultants (ASC), celebrating its 30th year in 2021, continues to provide independent investment advisory services to endowments, foundations, retirement plans, operating reserves, and private wealth clients. With a long history of supporting educational clients, ASC advises on endowment portfolios as well as 403(b) plans for higher-ed. ASC’s thoughtful approach to investing helps manage risk and responsibility for institutions while achieving their individual investment needs and spending goals. Whether it be traditional consulting or an outsourced CIO model, ASC provides fiduciary oversight, education, and governance. In addition, growing 403(b) plans and offering financial wellness is how the firm helps college and university employees.