Asset Preservation Strategies, Inc. - Private Client Services

Investment Process

Our investment process is designed to take advantage of the changing market conditions. We call it our "Core and Satellite Portfolio Methodology." This investment methodology combines art and science to allocate a portfolio. We utilize various strategies with the idea that some strategies will do well in rising markets, while others do well in falling markets. The concept behind our Core and Satellite approach is to smooth out the volatility in a portfolio.

In our Core and Satellite process, we hold a core position of good quality investments in all market conditions. Satellite investments orbit the core position and have an objective of performing in falling markets, thus diversifying the portfolio. We consider all investments including stocks, bonds, and real estate as possible holdings in a portfolio.

Find out more about our investment process in the video below:



Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or greater or more consistent returns. Past performance does not guarantee future results.