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Asset Strategies Portfolio Services

Asset Strategies Portfolio Services
1992 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of asset and investment consulting services. The company's asset and investment consulting services include tactical and dynamic asset allocation, global diversification strategy, portfolio modeling, enabling institutional investors, including plan sponsors, fund administrators and trustees to get advice on their asset and investment management.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Acquirer
Primary Office
  • 2635 Lapeer Road
  • Auburn Hills, MI 48326
  • United States

Asset Strategies Portfolio Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Asset Strategies Portfolio Services Executive Team (2)

Name Title Board
Seat
Contact
Info
Jennifer Cotaling Director and Investment Manager, Research
George Vitta Founder, President & Chief Executive Officer