Practical investing demands a process. At AFS, we know how to build the investment infrastructure to help grow and sustain long-term wealth. AFS endeavors to identify the best recommendations for our clients. Our process works for both individual and institutional investors. Our objective is to help our clients achieve their financial goals. Let us become your most trusted advisor.

For high net worth families and corporate (pension plan) assets, we use institutional software to build diversified portfolios on the Efficient Frontier.

For 401(k) consulting, our overall objective for the Plan is to offer participants various investment options from which to choose. The investment options are carefully selected to provide diversification across the risk/return spectrum so that participants have the appropriate vehicles to invest on a long-term basis for retirement.

Finally, as our client;s transition from accumulation to retirement spending, we assist with Monte Carlo simulations to guide clients toward their optimal withdrawal rate.

Wealth Management

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Retirement Plan Services

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