Asset Strategy Consultants
Asset Strategy Consultants, established in 1991 and based in Hunt Valley, Maryland, specializes in providing unbiased investment consulting services to institutional investors, including endowments, foundations, retirement plans, and insurance companies. The firm, which has over 50 professionals, advises clients with a combined asset representation exceeding $150 billion. Its services encompass asset allocation, investment policy development, manager selection, fiduciary and ERISA regulatory compliance audits, performance monitoring, and spending policy analysis. Utilizing proprietary analytics, Asset Strategy Consultants measures portfolio performance against established objectives, ensuring that clients receive insightful and relevant analysis tailored to their specific needs. As one of the largest independent investment consulting firms in the United States, it remains committed to delivering high-quality, customized support for its clients' investment strategies.
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Belay Group
Acquisition in 2020
Belay Group, LLC is a wealth management firm based in Baltimore, Maryland, established in 2015. The company specializes in a comprehensive range of financial services, including financial planning, investment management, risk management, estate planning, and philanthropic goal planning. Belay Group distinguishes itself through an evidence-based approach, offering a fiduciary and independent partnership to clients. Its focus is on delivering tailored solutions that align with the individual needs and objectives of its clientele.
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