Investment Advisory
Our asset allocation strategies center on what works according to academics and financial planners. We will build a customized personal portfolio built around your:
- Goals and objectives
- Time horizon
- Tolerance for volatility
- Marginal tax bracket
- Planned contributions or withdrawals
. . . while being mindful of past performance, current market conditions, and careful observation of the worldwide economy.
An investor should note that asset allocation strategies cannot assure a profit or protect against a loss.
Our minimum initial investment is $250,000. For each client, we establish a separate account with TD Ameritrade Institutional Services (TDA). Client portfolios are monitored on a non-discretionary basis. In other words the client does not grant discretionary authority to Andrews Advisory Associates, LLC, instead, we check with you before any move of investments within your individual TDA account. We use the TD Ameritrade Institutional Services account as a platform to position assets among several of the thousands of no-load & load-waived funds, or individual stocks & bonds. TDA provides us execution, record-keeping and custody services. Andrews Advisory Associates, LLC does not take possession or custody of client assets. All client assets are held by TDA. TD Ameritrade Institutional Services is a Member FINRA / SIPC
TD Ameritrade Institutional is not affiliated with the advisor whose name appears on this Web site. TD Ameritrade Institutional is a division of TD Ameritrade, Inc. member FINRA/SIPC. Andrews Advisory Associates, LLC is independently owned and operated. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. Andrews Advisory Associates, LLC provides investment advisory services for your account. TD Ameritrade provides certain brokerage and custody services to Andrews Advisory Associates, LLC. TD Ameritrade does not review the Andrews Advisory Associates, LLC web site, and makes no representation regarding the content of the Web site. The information contained in the Andrews Advisory Associates, LLC web site should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional is not responsible for advice, information or management provided by Andrews Advisory Associates, LLC. For more information about TD Ameritrade Institutional, please go to www.tdainstitutional.com.
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