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The financial markets continue to get more complex, while professional investing becomes an increasingly important part of an association’s overall fiscal strength. As a result, an association’s fiduciary responsibilities and the need to access institutional caliber investment advisory services has arguably never been greater.
Many associations simply do not have the investable assets to access the quality of investment advisory services they require. And those that do are often faced with the challenge of navigating a myriad of potential advisory options—such as banks, broker/dealers, asset management firms, and registered investment advisors.
To meet this challenge, we engaged a rigorous and comprehensive due diligence process resulting in the creation of the ASAE Investment Center where the advisers below offer investment management services, each based on unique investment methodologies and strategies.
Click on the option below to explore the attributes of each of the investment advisers.
*Your personal information will solely be used to send you information via email or direct mail about this product and will not be added to our database or used for other purposes.
ASAE Investments LLC may receive compensation from Fiducient Advisors, Graystone Consulting, Raffa Investment Advisors or Brown Advisory for introducing associations to them for purposes of investing in ASAE Investment Management Solution. The fee will not increase or decrease the cost of the program. ASAE Investments may only transact business in the District of Columbia if licensed, excluded or exempted from the District’s investment adviser or investment adviser representative licensing requirements; and follow-up, individualized responses to persons in this state by the investment adviser or investment adviser representative that involve either effecting or attempting to effect transactions in securities, or rending of personalized investment advice for compensation, will not be made without compliance with the District’s investment adviser or investment adviser representative licensing requirement, or an applicable exemption or exclusion.
