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ASAE Investment Management Solutions

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.

Fiducient Advisors

(Minimum Assets of $500K)

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Brown Advisory Logo

(Minimum Assets of $5M)

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Graystone Consulting Logo

(Minimum Assets of $5M)

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Raffa Investment Advisors

(Minimum Assets of $500K)

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Our ASAE Investment Center experts stand ready to help you explore your options.

 

*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 is registered investment adviser with the District of Columbia Department of Insurance, Securities and Banking (“DISB”). Registration as an investment adviser with DISB does not imply any level of skill or training. ASAE solicits clients on behalf of these SEC federally registered investment advisers (“RIAs” )and will receive a percentage of the advisory fee received by the RIAs.