White Glove Service
Affluent clients with multi-million dollar investment accounts may want something different than our model portfolios. Many RIAs do NOT have the capabilities to create “custom” portfolios for clients (especially if they are “actively” managed). Investment Principal Joe Maas does and by our IARs having access to this service, it will help them market to and onboard more affluent clients.
Perform Lifestyle Wealth Assessment
Establish Lifestyle Return Benchmark™
Build Your Lifestyle Portfolio
Consistent Monitoring
What does white glove service entail?
1) In the education/sales process it means Joe will get on the phone and talk with the client. This can take multiple calls and several hours of everyone’s time.
2) Custom portfolio management—while we believe our portfolios at AS Wealth Management are terrific, affluent clients, many times, want something custom. Joe can create custom portfolios with a certain amount of risk while trying to reach for a certain rate of return.
3) Hedge Funds—many times affluent clients will be candidates to use a hedge fund. Joe’s firm has two hedge funds that are unique platforms to use when trying to onboard more affluent clients.
4) Advanced Planning—while available to all clients of AS Wealth Management affiliated advisors, affluent clients will need help with asset protection, estate planning, corporate buyouts, etc. Help on these topics will be overseen by Advisory Board Member Roccy DeFrancesco, JD, CAPP, CMP who will bring in other team members as needed to help.
Joe Maas is an investment principal at AS Wealth Management. As a highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.
- We are Committed to Work Daily to Get it Right
- Embrace Integrity and Openness
- Practice Responsible Stewardship of Your Money
- Invest Like it is Our Own Family
- Strive to Keep Expenses Low
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