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.

Active Money Management

The ASWM 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 various asset classes suitable for all market conditions, resulting in reasonable risk-adjusted total returns.

A few Advisor Share WM "Model" Portfolios:

Multi-Manager Conservative Models
Multi-Manager Moderate Models
Multi-Manager Growth Models
All-Weather Aggressive Tactical Multi-Manager Model

Risk Assessment Process

We have a 4-prong process to make sure our recommendations are “in balance” with our client’s needs.

1) We assess the consumer’s personal appetite for investment risk.
2) We assess the consumer’s financial ability to take risks.
3) We assess the risk of the consumer’s current portfolio.
4) We choose one of our model portfolios that is most closely aligned with the consumer’s personal appetite and ability to take risks.

If you would like to find your personal risk score (appetite for risk in the stock market), please contact us (it will take less than five minutes to complete).

If you would like to score your top 5 to 10 holdings of your current portfolio to determine how risky they are, please contact us.

If you would like your current/entire portfolio scored, email support@aswealthmanagement.com.
We are very excited to have Joe in charge of designing and managing portfolios

Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM is an Investment Principal at AS Wealth Management. 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
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 accomplish your financial and/or retirement planning goals?
Give us a call
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