Asset Solutions

Asset Solutions serves individual investors and small-business retirement plans, delivering discretionary active portfolio management across individual, joint, trust, and IRA accounts. The firm implements portfolios primarily with ETFs, mutual funds, individual equities and fixed income, and notifies clients that it acts as a fiduciary when advising retirement accounts.

The firm’s investment approach is a market‑timing, active strategy that combines technical, cyclical and fundamental analysis to monitor the business cycle and rotate into sectors it considers to offer stronger risk‑adjusted returns. Portfolios can be concentrated in only a few sectors (and may be held entirely in cash during periods of elevated market risk); the manager may also use short funds, leveraged instruments, options and margin as part of hedging or directional strategies.

A notable distinction for a solo independent advisor is the availability of a performance‑based fee option for qualified clients that pairs a fixed fee component with a performance share calculated against a high‑water mark, with the firm managing performance‑fee and non‑performance‑fee accounts side‑by‑side. The adviser generally accepts larger accounts at its discretion, does not offer financial planning as a standalone service, and participates in an institutional custodian program that provides research and other benefits to the firm.