Asset One Strategic Services

Your financial goals drive the strategy we implement together. Asset One's expert advice and investment options ensure your goals are achieved. We provide fee-based asset management and financial planning services.

Strategic Investment Management

Asset One maintains our own in-house Portfolio Management Team©. Why is that a benefit for you? Because our team knows you, knows your goals, and tailors investment tactics to fit your objectives. At Asset One, we work very hard so you can sleep easy.

Portfolio Management

  • Investment analysis
  • Strategic personal portfolio development
  • Daily investment monitoring
  • Consolidated quarterly statements
  • Investment performance reviews
  • Alignment of investments to goals
  • Independent, objective advice
  • Recommendations regarding positioning of funds within your employer retirement plans such as 401(k) plans
  • Commission-free transactions traded in your account (minimal transaction fees may apply)

Strategic Financial Management

At Asset One, we do not craft a single "plan". Your financial goals and resources change over time so we provide services that address those changing needs. Some assume such personalized service is costly but clients confirm our fees are surprisingly affordable.

Retirement Income and Distribution Planning

  • Analysis of current and future income needs
  • Continuous management of investments to fund desired income goals
  • Optimize contribution and distribution strategies for employer plans and IRAs
  • Periodic beneficiary review
  • Track and distribute required minimum distributions for Inherited and regular IRAs

Tax Reduction Planning

  • Complimentary consultation with your tax preparer
  • Comprehensive review of tax returns
  • Recommendations for tax minimization
  • Recommendations relating to new tax law changes
  • Recommendations for tax-advantaged investments

Family Wealth and Estate Review

  • Analysis of estate needs and concerns
  • Design an integrated estate plan with your attorney
  • Provide customized life insurance solutions to enhance family objectives
  • Assistance in asset transfers to a Trust or Estate
  • Guidance with necessary filings following loss of a loved one

Colorado  303-751-8859      Louisiana  985-727-2834