How ASC Is Different From Your Current Plan Advisor
Turn-Key Compliance and Investment Management
We work very closely with each plan’s custodian, administrator, and accountant to make sure you spend as little time as possible on your plan maintenance.
Individual Employee Meetings
We offer to meet separately with each employee every year to answer their questions.
Individual Investment Advice to Owners and Employees
As part of any individual meeting, we gather the information needed to help employees and owners choose the right investment path for their situation.
Prompt Timely Service
We respond to phone calls and emails the same or next business day.
Fee-Based Investment Advice
ASC is an SEC registered investment advisor. Our compensation is based entirely on a stated fee, with no hidden commission or trade costs.
Experience and Knowledge
We have over 50 years of combined retirement plan experience. Our assets under management as of December 31, 2015 were $110,900,000.00 of which $45,879,000 were retirement plan assets.