Friday, April 03, 2020

Asset Strategy Retirement Plan Consultants is an independent, fee based consulting and investment advisory firm. We provide unbiased investment advice to both individuals and company sponsored retirement plans; Defined Benefit, 401k, 403b, Employee Stock Ownership Plan (ESOP) & Non-Qualified Deferred Compensation.


  • Help plan sponsors create well defined investment strategies and plan design that will assist participants to reach their retirement goals
  • Advise employees and provide independent investment advice on how to maximize their retirement plan accumulation in accordance with their personal risk profile
  • Assist in making sure plans are in compliance with the DOL
  • Work with your trusted attorney, broker, accountant and vendor
  • Become a co-fiduciary to the plan


We deliver total retirement solutions to organizations for the recruitment, retention, rewarding and retiring of employees.

We work for our clients and that is the added value of being an independent, registered investment advisor and consultant.

We provide ongoing analysis, benchmarking and investment advice to plan sponsors.

We are a fee based, total disclosure firm-we are not product driven.


Asset Strategy Retirement Plan Consultants was formed by individuals that have been involved with providing investment consulting and retirement plan solutions for over 20 years each. Our goal is to help plan sponsors meet and exceed their fiduciary responsibility and making sure participants get the independent investment advice they need to be able to invest and reasonably retire on.
Market Review 2016 Q4

Donald Trump is inheriting one of the strongest economies that has been handed to a new President in recent history (based on 3Q GDP). Since the 1970s, only George H.W. Bush and Jimmy Carter assumed the office with higher GDP growth rates.

Read More on Market Review 2016 Q4

Market Review 2017 Q1

The “risk-on” theme persisted through the first quarter as improving economic data trumped elevated geopolitical uncertainty, both in the U.S. and abroad. 

Read More on Market Review 2017 Q1

Market Review 2017 Q2

“Not too hot, not too cold, but just right.” This Goldilocks sentiment, fueled by years of central bank accommodation and tepid economic growth has kept volatility at multi-decade lows, interest rates range-bound, and propelled domestic stock markets to new highs.

Read More on Market Review 2017 Q2