Asset Strategy Consultants

Asset Strategy Consultants, founded in 1991 and headquartered in Los Angeles, is an independent investment consulting firm that assists institutional investors, including foundations, endowments, retirement plans, and insurance companies, with a range of investment issues. The firm advises clients representing over $150 billion in assets and has a team of more than 50 professionals who engage in comprehensive portfolio management activities. These include asset allocation, investment policy development, and the selection of investment managers. The firm employs proprietary analytics to evaluate portfolio performance against established objectives and guidelines. As one of the largest independent investment consultants in the country, Asset Strategy Consultants is dedicated to providing relevant and insightful analysis to its clients, ensuring they can make informed decisions regarding their investment strategies.

Andrew Conner

Principal and Chief Investment Officer

Charles Herget Jr.

Co-Founder and Principal

Alfred J. Morrison

Founder and Chairman

1 past transactions

Belay Group

Acquisition in 2020
The Belay Group, LLC is a wealth management firm based in Baltimore, Maryland, established in 2015. The company specializes in a comprehensive range of services, including financial planning, investment management, risk management, estate planning, and philanthropic goals planning. Belay Group is recognized for its fiduciary approach, providing independent and evidence-based investment strategies tailored to meet the unique needs of its clients.
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