• Asset Dedication® Strategies

    Asset Dedication's strategies are built to match investments to each client's financial plan. Starting with their goals, cash flow needs and time-horizon, we create a customized portfolio that seeks to provide pension-like predictable cash flows and growth that will supplement their income in later years.

  • Solutions

    Asset Dedication liberates independent financial advisors from time-consuming non-core business activities such as portfolio management, portfolio administration, technology integration, marketing, branding and operations so they can run a growth-oriented and scalable practice.