Oklahoma City-based Asset Services Company consists of a unique team of investment advisors – they call themselves investment architects – with a focus on prudent asset allocation strategies used to help their growing and affluent client base achieve financial goals.
Clients, mostly ultra-high net worth families, foundations, endowments and corporations, are primarily situated in the Oklahoma, Texas, East and Gulf Coast regions. Founded by Dan Junkin in 1985, son Peter now mans the helm. “We take a different approach to each client. We spend a great deal of time with them making sure we know who they are, what they are looking for and ultimately what they need. We look at risk tolerance and time frame.” Setting up a workable, appropriate and fruitful asset allocation portfolio is “not a short process,” Junkin says with conviction.
As a company, ASC takes a long-term approach to investing, instead of worrying too much about the day-to-day swings in the stock market. The fact the firm didn’t lose any clients during the recent market crash is a testament to Asset Services’ commitment and prowess.
“Asset allocation,” Junkin says, “is the most important aspect of a client’s investment portfolio.” Simply said, not putting all your eggs in one basket can help keep your nest egg from getting fried.
For more information, please visit: www.assetservicescompany.com
John Kailunas II, founder of Regal Financial Group, Regulus Advisors and Regal Investment Advisor,
Despite the proliferation of new, do-it-yourself investment tools online, the traditional financial
Eric Kearney, Senior Investment Advisor of Retirement Wealth Advisors, empowers his clients to make
Watching clients grow is its own reward. Screen potential clients by minimum assets, and you just mi
|< Prev||Next >|