Welcome to Asset Allocation Services LLC
Tired of the same old investment advice
no matter what the market does ?
Find out why increasing numbers of employees at some of the world's
largest corporations are using Asset Allocation Services, LLC
for 401(k) guidance.
If you would like retirement plan advice and do not see your company listed
under the tab "Current Plans",
please contact us via our web site or by phone.
Asset Allocation Services, LLC
Independent Registered Investment Advisor
15995 N. Barkers Landing Rd. # 203
Houston, TX 77079
Ph 281-661-8550
Fax 281-661-8552
Business Hours
"By Appointment Only"
Where you receive professional, personalized retirement plan guidance without the high cost.
Tactical Asset Allocation | | Tactical Asset Allocation uses technical analysis regarding the performance and characteristics of the assets and/or the economy to make "mid-course" changes in the long term strategy based on near term expectations. AAS believes that by utilizing both methods individuals can enhance the performance of their retirement plans. This website contains information concerning specific corporate retirement plansand is continually expanding as we add new plans. To view the list of available plans please go to the "Current Plans" tab. If you do not see your specific plan please contact us. | |
| |
Strategic Asset Allocation | | Most individuals are familiar with Strategic Asset Allocation. If you have ever opened a brokerage account, or participated in a 401(k), you most likely answered some questions which suggested a risk tolerance somewhere between conservative and aggressive. Then, based on that profile a suggested mix of assets might have been recommended. These recommendations use historical data (mean rates of return, standard deviations and co variances) in an attempt to understand how the asset classes have performed and are likely to perform over long periods of time. Many individuals recognize this as an asset allocation "Pie Chart," however this is where the advice stops. During market weakness or strength the "Pie Chart" does not tell the investor which asset class to under or overweight. | |
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC www.FINRA.org www.sipc,org
&
Investment Advisory Services offered through
Raymond James Financial Services Advisors, Inc.,
an SEC Registered Investment Advisor
Asset Allocation Services, LLC is an independent Regiastered Investment Advisor.
This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
