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.