Your Financial Future
Has Arrived.
Finally. A Proactive Financial Advisor.
We understand. Most financial advisors listen to your goals, set an allocation and check in every once in a long while. Not AMS. Our success stems from world-class relationships with clients rooted in focused goal attainment and asset protection along the way.
We’ve Got You Covered.
Asset Management Strategies provides fee only investment advice specializing in retirement planning, IRAs, 401k rollovers and long-term investing.
AMS will provide investment management services and financial planning to help you make the most difficult financial decisions at the most difficult times.
Our financial planners avoid potential conflicts of interest by working solely for you. Our success is attributed to the philosophy that we will always place our client’s best interests ahead of our own.
Everything You Need Along the Way.
No matter what stage of life, career, or family, AMS will be there with you every step of the way. Whether focused on creating and preserving personal wealth, establishing charitable legacies, maximizing wealth transfer or reducing tax burdens, AMS has best in class strategies and services to ensure your peace of mind.
Asset Optimization
Investment Management
Wealth Preservation
Retirement Planning
Retirement Planning
401k & IRA Optimization
IRA Rollovers
Financial Planning
Estate Planning & Wealth Transfer
College Funding / Education
Financial Protection vs.
Disasters/Recessions/Inflation
Tax Minimization
Advanced Tax Strategies
Tax Planning
Tax Preparation
Complete Alignment.
Nobody wants a financial advisor that outsources the hard work to someone else. Similarly, no one wants a financial advisor that takes their fees by selling assets that you may or may not need.
Choosing AMS as a fee-based compensation registered investment advisor (RIA) ensures that our goals are aligned with your financial interests fostering a relationship built on trust and transparency. Unlike commission-based models, where other advisors may be incentivized to recommend specific products or services, we’re compensated through a percentage of the assets we manage, eliminating potential conflicts of interest.
Our success is directly tied to yours.
With AMS, you can expect comprehensive financial planning, personalized investment strategies, and ongoing portfolio management, all delivered with a fiduciary standard of care. By choosing AMS, you are investing in a partnership that prioritizes your financial well-being, ensuring that every decision made is with your best interest in mind.
A History of Performance & Care
Tony Fiorillo, AMS Founder
We’ve been at this for four decades and that level of experience puts us in a great position to know what you need and, equally important, what you don’t.
Our office is headquartered in the Indianapolis Metro area and we serve clients throughout the US. We have been in operation as a Registered Investment Advisory since 2005. Prior to that, we operated as a branch office of a major national broker/dealer focusing on fee – only asset management since 1995 and were licensed with a number of other firms dating back to 1985.
We do not collect commissions, and have no goal other than to match you with the best investment program based on your needs.
Tech That Puts You In Control.
The portfolio management platform offered by AMS stands out as a comprehensive and user-friendly solution, empowering you to actively monitor your investments, track progress towards financial goals, and manage their portfolio across a diverse range of asset classes.
This innovative platform provides real-time access to financial data, performance metrics, and analytical tools, ensuring you have all the necessary resources at your fingertips to make informed decisions.
By offering you this level of accessibility and control, AMS demonstrates our commitment to transparency and client empowerment, ensuring that you are actively engaged in the journey towards achieving your financial aspirations.