|
AFS Asset Management Suite
|
I want AFS to manage my individual, trust, or retirement accounts, according to my needs and risk tolerance
According to Ibbotson Associates independent research firm, more than 90% of a portfolio’s performance is attributed to its asset allocation. Other contributing factors include tax-conscious investing, specific stock selection, and appropriate rebalancing.
Carefully tailored investment portfolios can bridge the gap between your current standing and your ultimate life goals.
AFS will build an appropriate asset allocation aligned to your risk tolerance - correlated to your unique life goals and time horizon. As CPA’s, we are naturally attentive to tax implications and underlying expenses in managing investments.
We espouse a long term investment philosophy with fiduciary focus. Our investment strategies are based upon academic research, with attention to management, competitive advantages, and fundamental attributes of the companies in which we invest. We make no apologies for drawing clear distinctions between the economic forces which truly impact your long-term investments – and market “noise” which merely incites the hysterical zeitgeist of the crowd.
AFS remains ever mindful that it is a difference of opinion that makes a market.
Armed with solid research and understanding of asset fundamentals, we disregard new and fashionable investments hyped by a self-serving media – which we believe has evolved into “Investment Hollywood.”
We consider it our honor to serve your family for successive generations.
For this service, we charge a fee calculated on a percentage of assets under our management. (Refer to our current schedule below)
Supplementary financial services may be added at additional fees.
Depending on the size of your account (intent on diversification), we accommodate both active management (using carefully selected stocks, bonds, ETF’s, and no-load, low-cost mutual funds that carry no 12b-1 fees) and passive management investment styles (consisting solely of index funds and exchange-traded funds). By definition, a passive investment style mirrors the market or segment of its industry, rather than attempting to outperform an index.
AFS clients receive institutional investor status, with exclusive representation within the various stock exchanges. Since our firm is an independent Registered Investment Advisor, we do not peddle any financial institution’s proprietary products. Rather, we access the entire universe of publicly traded stocks and equity instruments, government and corporate debt instruments, Treasuries, and CD’s.
To get started, contact us to request our INVESTMENT SHORT FORM and RISK TOLERANCE SURVEY. After completing them, you may mail, fax, or scan and email to us for follow up with you.
Ashley Financial Services, PA, CPA
Attn: Asset Management
2856 Carrie Lane
Lakeland, FL 33812.3158
E-Fax: 863.223.0260
Email: info@ashleyfinancialservices.com
Our fee schedule for managing Equity and mixed portfolios is detailed below:
| |
Value of Equity Account |
Fee Percentage |
| First |
0 - $3,000,000 |
1.5% |
| Next |
$3,000,001 - $5,000,000 |
1% |
| |
Over $5,000,000 |
.75% |
|
