American Strategic Advisors (ASA) is dedicated to the proposition that prudent and sophisticated investment strategies should not be the exclusive domain of the financial elite. We strive to provide all investors with the tools that seek to enhance their risk /reward proposition and to do so at a reasonable cost.

01. Services

· Professional Asset Management
· Strategic Financial Planning
· Advisory Services
· Portfolio Management
· Risk Mitigation Strategies
· Cash Management

02. Our Mission

Our Mission at American Strategic Advisors is to work toward optimizing an individual Investor’s return while trying to systematically reduce volatility.

03. Our Approach

Once we form an understanding of a client’s needs, risk tolerance, and time frame, ASA crafts an appropriate holistic solution that seeks to optimize the client’s capital with a minimum of volatility and fees.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

The Power of Affiliation – LPL Financial

Check the background of the investment professionals associated with this site: FINRA Brokercheck.org.

Whether you are an advisor at a bank, a traditional brokerage house, or independent, ASA invites you to consider the merits of joining our team.

Join Our Team

Blogs

What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...