Advisory Solutions
Astor Asset Management’s financing and liquidity team cooperates with independent advisors that provide advisory wealth management services to an array of clients that prefer to maintain full control over the management of the investment assets in their portfolios. This collaborative structure allows our team members to devise alternative liquidity options. Clients are then able to balance those options with the advice of independent third-party global advisors, who incorporate our financing and liquidity options into their advisory wealth management strategies.
We begin every advisory solution client engagement by developing an understanding of each client’s unique short- and long-term financial needs. We assess a client’s wealth perspectives, multi-generational goals, and tolerance for risk. The client’s licensed professional wealth management advisors then add Astor Asset Management’s customized financing and liquidity plans as alternatives that align with a client’s unique investment objectives.
We are deeply aware that third-party wealth management advisory services provide various levels of support, exclusive access to investment opportunities, and advice that combines local and global considerations. Those services form the basis for investment portfolios that may combine one or more of single-line equities, single-line bonds, mutual funds, exchange-traded funds (ETFs), private market opportunities, structured products, alternatives (including real estate, art, and electronic currencies), derivatives, and foreign exchange. In each case, our financing and liquidity services draw the optimum liquidity out of the blend of investment assets in an advisory client’s portfolio.
Advisory solution clients that partner with us get the dual benefits of consultation and advice from their independent expert financial advisors, and financing options developed by our experts that focus their efforts on high-value liquidity transactions. This peak level of services is unparalleled in the advisory solution wealth management industry.
Institutional Clients Choose Us:
Astor Asset Management uses state of the art technology to connect its financing and liquidity services with the wealth management advisory services provided by independent advisors. This interconnectivity gives clients access to expert financing and liquidity advice regardless of the blend of assets in their portfolios. Clients whose investments encompass assets in multiple international markets appreciate the exclusive access that this interconnectivity provides to advisors with expertise in all aspects of global portfolio management.
The independent third-party global advisors in our collaboration network have experience with strategic fundamental analysis, data research and review, and customized portfolio recommendations. Their advice, coupled with our financing and liquidity services, provides a rapid response to changing global, local, and individual circumstances with expedited delivery of results.
The independent local portfolio managers that serve our clients’ advisory wealth management needs operate out of all major international financial centers while maintaining a connection to the local markets that they serve. This gives our clients access to local and global information that can affect their wealth management structures and priorities.
*In order to become a private client of Astor Asset Management LLC, we require a minimum investment of $50 million USD. New clients are accepted by referral only.
Astor Asset Management, LLC is an Illinois limited liability company. Its U.S. Employer Identification Number is 36-4471134 and its reporting file number is 028-13903. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. We operate strictly in accordance with the United States Securities Act of 1933 and the United States Securities and Exchange Act of 1934 (both, as amended), including all of the rules and regulations promulgated under both Acts. For full SEC registration and reporting details, including, without limitation, the company’s S-1, Prospectus, Current Reports, 8-K, 10-K, and Annual Reports, please refer to the EDGAR Company Search Results for Astor Asset Management, LLC at www.sec.gov. Astor Asset Management, LLC files reports under Central Index Key (CIK) #0001488446. All of the company’s reports reflect a fiscal year that ends on December 31. We do not offer all of the products and services referred to herein. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, you have the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
