Asset Strategy Consultants

Asset Strategy Consultants, established in 1991 and headquartered in Los Angeles, is a prominent investment management consulting firm that serves institutional investors, including endowments, foundations, retirement plans, and insurance companies. The firm manages over $150 billion in client assets and offers a range of services, including asset allocation, investment policy development, and selection of top investment managers. With a dedicated team of more than 50 professionals, Asset Strategy Consultants utilizes proprietary analytics to evaluate portfolio performance against specific objectives and guidelines. The firm is committed to providing unbiased, customized consulting support and ensuring compliance with fiduciary and ERISA regulations, ultimately delivering insightful analysis to challenge and enhance its clients' investment strategies.

Morrison, Alfred J.

Founder and Chairman

1 past transactions

The Belay Group

Acquisition in 2020
The Belay Group is an investment expert whose unconventional wealth group offers a fiduciary, independent, evidence-based partnership.
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