• Asset Management Suite Overview
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• Contact Information

Our Asset Management Suite offers 6 different conventions for working together.

For details, click on the statement below which best matches your situation.

1. I want AFS to manage my individual, trust, or retirement accounts, according to my needs and risk tolerance
2. I desire full Family Office services, including professional management of various investment portfolios
3. I am an employee with a self-directed account in my employer’s retirement plan, and want AFS to choose my investments and make changes when necessary, according to my risk tolerance and time horizon
4. I am a business owner, and want AFS to establish or take over management of my company’s 401K or Defined Benefit Plan – utilizing either “Daily Valuation” or “Balance Forward” structure
5. I work within the Florida Retirement System and need advice, management, &/or rollover of retirement accounts from my 457(b), 403(b), or DROP plans
6. I need consultation & advice only: on specific portfolio management techniques, such as options to handle highly-concentrated stock positions, annuity exit strategies, or resolving complex estate planning issues involving financial assets