Brian Stertzer, a resident of Hilton Head, South Carolina, is a financial professional with more than 35 years of asset management experience. As the managing director of the asset management division at WealthStone, Brian Stertzer specializes in portfolio management, securities selection, and tactical and strategic asset allocation. He has served more than 300 clients in the course of his career.
Asset management companies are firms that specialize in trading and investing assets in the interests of their clients. The term asset management is a broad one that represents several distinct industries and disciplines. Here are a few. Financial asset management, for instance, entails overseeing intangible properties that are valued based on ownership claims or contractual rights. The value of these assets is not fixed but influenced by the forces of marketplace demand and supply. Financial assets could exist in liquid forms like cash or illiquid forms like bonds, stocks, mutual funds, and certificates of deposits (CD).
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AuthorBrian Stertzer - Providing Asset Management for WealthStone Clients Archives
December 2020
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