Portfolio Structure

 

ASI Wealth Management Investment Approach is known by a few different names:  Passive Strategy, Passive Investing, or Index Investing.  Basically it all boils down to a widely accepted belief in asset management circles that an efficient markets hypothesis exists, and more often than not active management works better for long term investors.  Conversely, Active Management (frequent buying and selling trying to guess what will happen next) does have it's hero's:  George Soros, Robert J. Sanborn, Peter Lynch these legendary market timers are the exception and not the rule.

At ASI, we will never have to defend excessive trading cost passed to our investors for a couple of simple facts;  one, when we balance or re-balance accounts we use no load EFT's or other exchange traded no load funds.  Or two, in certain cases a specific security may added to a portfolio for the long term, and will always be considered as an inflation hedge.  ASI will never balance a Wealth Preservation managed account with a single equity or single managed fund or EFT.

Life is complicated enough, ASI keeps investment philosophy grounded in the basic's and in the fundamental proven strategy of Passive Management – we are in this for the long term. ASI President and CEO Lieutenant Colonel Elton Johnson United States Army currently deployed with NATO Forces in Afgnahistan recently made clear to us at the home office;  although we may not be able to avoid losses in the field of combat we can and must avoid losses in capital at home.

ASI Wealth Management Investment Approach is known by a few different names: Passive Strategy, Passive Investing, or Index Investing. Basically it all boils down to a widely accepted belief in asset management circles that an efficient markets hypothesis exists, and more often than active management works better for long term investors. Conversely, Active Management (frequent buying and selling trying to guess what will happen next) does have it's hero's: George Soros, Robert J. Sanborn, Peter Lynch these legendary market timers are the exception and not the rule.

 

At ASI, we will never have to defend excessive trading cost passed to our investors for a couple of simple facts; one, when we balance or re-balance accounts we use no load EFT's or other exchange traded no load funds. Or two, in certain cases a specific security may added to a portfolio for the long term, and will always be considered as an inflation hedge. ASI will never balance a Wealth Preservation managed account with a single equity or single managed fund or EFT.

Life is complicated enough, ASI keeps investment philosophy grounded in the basic's and in the fundamental proven strategy of Passive Management – we are in this for the long term. ASI President and CEO Lieutenant Colonel Elton Johnson United States Army currently deployed with NATO Forces in Afgnahistan recently made clear to us at the home office; although we may not be able to avoid losses in the field of combat we can and must avoid losses in capital at home.