The Asteria Wealth portfolios started out from my time years ago as an independent financial advisor working with my clients to develop strategies that best suited them. Over time, as my practice grew to become a Registered Investment Adviser, those strategies became available to individual advisors for their clients.
Because of this history, we have different strategies that have track records that are approaching 20 years, and other strategies that have a 5 to 10 year history. Weathering the financial meltdown of 2008 and navigating through several market cycles have been a key part of our process in managing portfolios with the goal of maximizing risk-adjusted performance.
We look forward to showing you all of our offerings and services and creating a partnership to build lasting value for your clients.