Asset Allocation Strategies

Asset Allocation Strategies

Asset Allocation Strategies was established in 2010 as a US-based wealth manager headquartered in Grand Rapids. It operates as an RIA serving individuals, corporations, businesses, charitable organizations, estates and trusts. The firm provides investment advisory services that combine financial planning, retirement planning, estate planning, tax planning and ongoing investment management. No specific asset-class allocations, named portfolio holdings or co-investors appear in available records. Geographic activity remains concentrated in the United States. Team size, additional offices and adjacent vehicles such as foundations or operating companies are not disclosed. No operational events from the last 24 months have been identified in public sources. The firm maintains a conventional RIA structure with no documented hybrid vehicles, club memberships or succession arrangements beyond standard advisory mandates.