What we do
ASA creates and manages separate and customized fixed income portfolios. These portfolios match our client’s risk/return objectives and/or a particular fixed income index.
Money Markets
Customized Money Market Portfolios
Municipal Bonds
Customized Municipal Bond Portfolios
Fixed Income Index Replication
Customized Fixed Income Indices
Private Loans
Private Loan Portfolios
ASA is a Registered Investment Advisor (RIA) and is part of the Schwab Advisor™ platform. Most of our clients open their own Schwab account and give us authority to trade via a management agreement. The client owns all the assets in the account and maintains complete control of those assets.
A Separately Managed Account (SMA) allows each client to create his or her own customized portfolio. The client can dictate credit and duration preferences as well as any tax preferences. Most importantly, the client never loses control of the assets and can liquidate them at anytime.
The client is in complete control of the account and the assets in the account. If there are unexpected liquidity needs, the client can sell assets to raise cash.