Company Profile

 

We manage investment portfolios. Our investment objectives are profits and protection of capital. Portfolios are constructed of no-load and load-waived mutual funds, creating a balanced and diversified blend of stock, bond, and cash investments.

Asset Allocation Advisors was founded in 1987. The owner/managers of the firm, Greg Schultz and Bruce Grenke, are original founders of the firm. Our team approach assures that an owner of the firm is always available for you. They both have 25 years of hands-on investment experience with an expertise in pension and 401K plan distributions and IRA rollovers.

IRAs and retirement plans comprise two thirds of our accounts. The balance is individuals, couples and trusts. Account minimums are $250,000.

Working Together

We offer a service oriented way of conducting business --- direct accessibility and personal service. Simply put, it’s all about people knowing one another and working together. You are encouraged to ask questions and deserve clear, easy to understand explanations. You will be listened to, taken seriously and treated with respect.