Arthur Zaske & Associates, LLC

Arthur Zaske & Associates, LLC is a registered investment advisor specializing in asset management and investment consulting services. The firm, established in 2016, focuses on providing innovative and objective portfolio management to high net-worth individuals, families, endowments, trusts, and other investment advisory firms. Clients can expect services such as discretionary asset management, asset allocation consulting, client-specific investment planning, and investment monitoring with consolidated reporting. The firm may recommend investment strategies available through unaffiliated third-party investment managers to help clients meet their objectives. Clients have the option to grant limited discretionary authority to select sub-advisors to manage their accounts, with the sub-advisor managing assets according to the client's investment policy statement. The firm does not participate in wrap-fee programs and has assets under management totaling $102,274,102. Fees for services are negotiable, with annual management fees typically ranging from 0.20% to 1.00% of the portfolio value. Fees are payable quarterly in advance for discretionary investment management services, and clients may incur additional fees related to mutual funds, ETFs, and other investments used in their portfolios. Arthur Zaske & Associates, LLC does not manage accounts with performance-based fees and primarily serves high net-worth individuals, families, charitable institutions, foundations, endowments, estates, private investment funds, and trusts. The firm's investment strategies include Dynamic Asset Allocation, Global Equity, and Tactical Income, each tailored to specific objectives and risk profiles. Clients have the option to grant discretionary authority for investment decisions, with the firm exercising discretion in line with stated investment objectives. The firm's investment philosophy involves fundamental and technical analysis of the US and global economies, as well as specific securities, to provide tailored investment advice. Clients receive ongoing account reviews and performance reports, ensuring transparency and alignment with their investment goals. Arthur Zaske & Associates, LLC upholds a Code of Ethics and prioritizes client interests in all investment decisions.