Introducing The AJF Strategic Investment Program

Introducing The AJF Strategic Investment Program

AJF Financial Services, Inc. is proud to unveil a low cost asset management program for IRAs, qualified plans and investment accounts at a lower minimum than many other fee-based managed programs.

The AJF Strategic Investment Program is a customized asset allocation program (managed by AJF Financial Services, Inc) providing you with access to multiple asset classes, multiple institutional managers within one account with our management fees wrapped into one low-cost transparent fee of 0.75% per year.

Benefits of the AJF Strategic Investment Program to you:

  • You will have access to multiple institutional money managers, which normally require $1MM investment minimums within a retail account. Institutional share classes have lower internal expenses than shares offered to retail investors, generally at least 0.25% less than retail share class equivalent.
  • The ability to make changes within your portfolio with no transaction fees associated with purchasing/selling mutual funds from multiple managers.
  • You will have unfettered access to our advice/guidance and we will provide you with ongoing commentary/insights as it relates to your portfolio.

What to expect from AJF Financial Services:

  • Based on your risk tolerance we will design a well-diversified asset allocated portfolio for you comprised of multiple institutional managers that we’ve selected based on a multitude of criteria (such as risk adjusted returns, management style/philosophy, management tenure, ESG screening)
  • We will monitor the managers on an ongoing basis, to ensure the selected managers are still meeting our stated objectives.
  • We will rebalance your portfolio on an annual basis back to the recommended asset allocation based on your risk tolerance, and will review your portfolio/holdings with you annually to ensure you’re on track to meet your goals and/or objectives.

Please contact us directly at 212-779-0789 to begin a conversation around your current wealth management strategy. 

Click here to view the AJF Strategic Investment Program Flyer

Click here to view the AJF Financial Services Inc Wrap Fee Brochure

 

 

Andrew Friedman: Founder and President

AJF Financial Services, Inc.

 

*Securities offered through American Portfolio Financial Services. Member FINRA and SIPC. Investment Advisory services offered through AJF Financial which is not affiliated with APFS. AJF Financial Services, Inc. Is a SEC registered investment advisor.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities offered through American Portfolios Financial Services. Member FINRA and SIPC.