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.