Our Portfolios

Our portfolios are a bit different than most RIAs.

Our Philosophy on Money Management

Our philosophy on money management is fairly simple. We want to find the best 3rd party managers we can and use them appropriately when constructing portfolios.

The key with any RIA platform is to offer a diverse grouping of portfolios so advisors can choose ones that are the most “suitable” for clients to help them achieve their financial planning goals.

Our portfolios are constructed and overseen by: Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM

Our portfolios are a bit different than most RIAs. Why?

Because when we are talking about asset allocation we are talking about using asset classes like FIAs (Fixed Indexed Annuities), strategies designed by AI (Artificial intelligence), as well as various 3rd party money managers (who all have different styles).

The AS WM Intelligent Allocation Strategies are ideal for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing. The goal is to provide investors with adaptive allocations to stocks and bonds suitable for all market conditions, resulting in reasonable risk-adjusted total returns. The managers will increase or decrease the equity and fixed income exposure as the markets ebb and flow between risk-on and risk=off assets. The strategies are tactical in that they can hold up to 100% cash or cash equivalents via a fundamental analysis process, or through a tactical overlay process. The strategies seek to adjust to changing market fundamentals and technical factors by rebalancing quarterly and incorporating quantitative and qualitative analyses. Additionally, the managers may adjust the portfolio between quarters if deemed necessary. The AS WM strategies are suitable for core allocations in conservative, moderate, and even growth portfolios.

AS WM Base Portfolios:

Multi-Manager Conservative
Multi-Manager Moderate Conservative
Multi-Manager Moderate
Multi-Manager Moderate Growth
Multi-Manager Growth

We also have a “white glove” service available to custom design portfolios for more affluent clients who need or demand a more hands-on/unique investment offering.

-Our portfolios all have an OnPointe Risk Analyzer “Risk Score.”

The key with any RIA platform

The key with any RIA platform is to offer a diverse grouping of portfolios so the most “suitable” ones can be chosen for clients to help them achieve their financial planning goals.

Our portfolios are a bit different than most RIAs

Our portfolios are constructed and overseen by Investment Principal Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM

Why are our portfolios a bit different than most other RIAs?

Because when we are talking about asset allocation we are talking about using asset classes like FIAs (Fixed Indexed Annuities), structured notes, strategies aided by AI (Artificial Intelligence), as well as various 3rd party money managers (all who have different styles).

We are very excited to have Joe in charge of designing and managing portfolios
Investment Principal

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.

https://advisorsharewm.com/wp-content/uploads/2021/08/joe.m.jpg
  • 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
Ad Astra’s team consulting proved to be the tune up we needed to improve our campaign results, and it really shows on our turnover.
Brenda McIntyre
Majestic Vista LLC

Reach Your Goals Now

Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk-adjusted return portfolios to your clients while simultaneously helping you better market yourself and grow your revenue?
Give us a call
206-803-6216
Email us
support@advisorsharewm.com
Serving the USA
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