Is AssetGrade right for me?

Our individual investors are typically HENRYs (High Earners, Not Rich Yet), they have assets of at least $100K across their investment accounts and are able to save more on a regular basis.  

With retirement plan consulting, our clients are typically small to mid-sized businesses with plans ranging from start-ups to plans with $75M in assets. We help business owners and plan administrators tailor plan features to meet the specific needs of their business and employee demographics, meet their Fiduciary duties and mitigate risk. We strive to reduce their administrative burden so they can focus on growing their business.

Some clients are new to investing and others are sophisticated investors who have spent decades working in the investment industry or other fields. Whatever your financial background, AssetGrade can help you manage and grow your wealth. We can tailor a plan that meets your financial goals and is appropriate for your age, level of risk and other factors.