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.

Our Philosophy

Windows of opportunity open and close as economies and investment markets change requiring ongoing adjustments to the asset allocation (mix of stocks, bonds and cash) of your portfolio. Asset Allocation Advisors and the mutual fund managers we select strive to direct your investment capital into the best investment opportunities as they arise.

All aspects of investing are taken care of for you --- research, making investment decisions and implementing them, monitoring and evaluating your portfolio on an ongoing basis, making adjustments to your portfolio as needed, and providing you with timely written evaluations and commentaries.

Meet the Team

Greg Schultz and Bruce Grenke teamed together in 1985. Bruce and Greg co-founded Asset Allocation Advisors in 1987 and are the owner/managers of the firm. They are responsible for ongoing investment decisions as well as the care and guidance of your investment portfolio.


The investment management services of Asset Allocation Advisors harnesses and applies their knowledge, experience and judgment. They are a seasoned team of highly experienced investment professionals who know how to get the job done and make your life easy. Contact Us »

Greg Schultz has guided individuals with their investments since 1980. He has extensive experience in managing individuals’ "serious money" – capital that cannot be replaced and is needed to continue to live one’s life comfortably and securely. Greg is recognized for his common sense, candor and easy to understand explanations of investment issues. He has been quoted in financial publications including the Wall Street Journal, New York Times, U.S. News & World Report and Money Magazine. Email Greg at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Bruce Grenke has been a provider of financial services since 1965, including nineteen years with Bank of America. Bruce has considerable experience in explaining and coordinating retirement benefits from major California corporations. Bruce is well regarded for his patience, unwavering assistance and attention to client’s needs and concerns. He makes complicated financial matters simple with easy to understand explanations of investments and provides answers to all of your questions. Email Bruce at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Beverly Shanley and Rita Estrada complete the Asset Allocation Advisors team. Bev and Rita each have more than 25 years of financial services experience helping to make clients’ lives easier and simpler. They are "can do" administrators who provide the professional care and service you can count on and deserve. Email Beverly at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. or Rita at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Compensation

Asset Allocation Advisors is an independent, fee-only investment management firm and has no proprietary interests in investments recommended. No outside party controls or financially influences our judgment or decisions. Our allegiance is to our clients and no one else.

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