Our Services

To Fully Embrace Life - There's no time like the present to prepare for those long-awaited days of pursuing your passions, whether it's learning to play golf or nurturing your grandchildren.  We can help you maximize the amount of free time you so richly deserve. By working with us now, we can arrange all the details that will affect your financial future through Wealth Planning, Trust Services, and Tax Planning, sparing you and/or your loved ones from having to make difficult decisions later.

 

We recognize that individuals, businesses and professionals have a number of choices when they are selecting a financial advisor.  We want AssetDynamics to be the first financial planning firm that comes to mind when they think about planning their personal and financial lives.

 

Most financial planning firms focus only on the "numbers," completely ignoring the demands on their clients of other important life issues such as marriage and child relationships and maintaining health.  Through our Life Fulfillment Services, AssetDynamics helps enable clients to simplify and increase the quality of their lives through identifying personal and financial goals and solving strategic problems. We are the inventors of The Life Fulfillment SystemTM, a series of simple and practical tools to help clients solve strategic problems and accomplish their most important goals in life, business and finance. 

 

We believe everyone needs objective advice to make smart financial decisions.  Through The Retirement Solution SystemTM, we take an inventory of existing client resources, develop a plan to utilize them, and then systematically implement the plan to help clients achieve their short and long-term retirement goals.  Our Retirement Solution System brings simplicity and clarity to the complex issues surrounding retirement, tax and estate planning.

 

The Portfolio Management SystemTM of AssetDynamics is a comprehensive investment approach utilizing actively managed asset allocation portfolios designed with the goal of providing clients with predictable, above-average investment performance over the long term while managing risk.  We use a global investment strategy consisting of actively managed, diversified portfolios utilizing specialist money managers.  This innovative  investment management system is tailored to the client, and is designed to bring together the personalized services of professional money managers and the efficiencies of diverse equity investments.  The AssetDynamics Portfolio Management System customizes tax strategies in an effort to enhance client after-tax returns; empowering clients to better manage their tax liability.  Our investment services are exclusive and institutional in nature, enabling us to keep our fees low and pass the savings on to our valued clients.

 

Instead of being swayed by the latest news reports, we use a combination of a Strategic Asset Allocation (Utilizing investments that attempt to maximize returns for a given level of risk), Dynamic Asset Allocation (Utilizing assets that provide potential for positive performance in weak as well as strong market cycles), and Alternative Investments (Utilizing assets that tend to perform well when the markets do not, and provide greater portfolio balance and diversification).  This combined portfolio has helped clients in the past, and we believe in the future may:

 

  • Attend to both the investor’s risk tolerance and time horizon as well as the changing market environment
  • Be more diversified & less volatile
  • Provide a diversified solution to help your portfolio perform regardless of market direction

 All investors are human, but professional investors are also rational, well-informed, and extremely efficient at separating emotion from underlying realities, discerning what developments present actual threats to investment performance, as opposed to igniting vague fears.  We don’t ignore market psychology – we use it to our advantage.  When emotion is overly negative, we look for opportunities to buy.  When it is overly positive, we look for opportunities to sell and take profits.

 

Investors should understand that all investments involve risk, including the potential loss of principal invested.  No investment strategy such as active asset allocation or diversification can ensure a profit or guarantee against a loss.  Foreign investments typically involve additional risks such as currency fluctuations and political instability.  An investor may be subject to taxable events as the result of an actively traded portfolio. 

 

Insurance is a key planning tool in comprehensive financial planning for high net-worth individuals.  Our Risk ManagementSolution SystemTM is designed to provide what we believe is the best possible package of insurance products and services to meet the needs of our clients.  Once we have completed a financial needs analysis, we literally "shop" for the best rate among the premier companies in the U.S.  We believe that our ability to match the client need with the best insurance company available, helps us to meet your needs better than the competition.  

 

Consistent ongoing client communication ties together all the above-mentioned services and is the foundation of the AssetDynamics Client Service SystemTM.  We keep in regular contact with clients through personal and telephone appointments, our AssetDynamics Weekly Commentary E-Mail, company written letters and newsletters, comprehensive and understandable investor reporting, personalized mailings, informative and uplifting "Client Events," our company web site and client account access.

 

 

A FUTURE OF FULFILLMENT - Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you achieve your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that one of the leading management companies in Toledo is handling your plan.

 

Since 1981, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation.  Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren.  In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to the broadest range of non-proprietary financial products from which to choose to help accomplish your goals.

 

When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.