Asset Dedication, LLC
Overview
Asset Dedication, LLC is an investment management firm specializing in aligning investments with clients' financial plans. The firm offers portfolio optimization and rebalancing tools, providing services such as reporting, billing, account aggregation, and white-labeled client portals to financial planners. Their investment approach focuses on synchronizing equity securities with investment-grade fixed income securities to match clients' cash flow needs. The firm's strategies include Intelligent Laddering, Growth Time Targeting, Principal Protection, and Lifetime Investing. These strategies aim to provide predictable cash flows and growth that supplements income in later years. Asset Dedication partners with custodians like Charles Schwab, Fidelity Investments, and TD Ameritrade, and utilizes portfolio management and performance reporting tools from Envestnet | Tamarac. Founded in 2002, Asset Dedication has evolved from a research project at the University of San Francisco’s School of Business into a turnkey asset management platform for financial planners across the country. The firm's mission is to assist financial planners by lifting the burden of investment management and back-office administration, allowing them to focus on their clients' needs.
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Frequently asked questions about Asset Dedication, LLC
What sectors does Asset Dedication, LLC invest in?
Asset Dedication, LLC invests in Financial Services, Investment Management and Financial Planning, and is based in San Francisco, California, United States. Asset Dedication, LLC is listed as a other in the ConnectSafely investor database.
What stage does Asset Dedication, LLC invest at?
Asset Dedication, LLC backs companies at Growth, Late Stage and Pre-IPO.
Which regions does Asset Dedication, LLC invest in?
Asset Dedication, LLC invests across United States.
How do I contact Asset Dedication, LLC?
Asset Dedication, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database