Asset Management

We will act as your investment advisor and provide advice on the investment of the assets and accounts that are managed directly on our chosen third-party custodian platforms. We will periodically monitor and review the assets in accordance with your investment needs, goals, objectives and risk tolerance as described on your most recent investment policy statement or otherwise agreed upon.

Demming Financial constructs highly diversified and cost-effective investment management strategies. Utilizing a core and satellite approach, we blend the art and science of value investing. Our core is built on an evidence based approach rooted in academic science while our satellites add value through other sources of diversification and asset allocation.