A Financial Service Corporation

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Armstrong Associates, Inc. (AA) is an independent, fee-based Investment Advisor.  The firm offers portfolio and investment management services via in-house account management, separately managed accounts and no-load mutual funds. Portfolios are developed and maintained based on the investment objectives of each client. The portfolios are designed to maximize return on investment while staying within each client's risk tolerance. AA provides access to all types of investments by defining investors in the following categories:

* Highly Conservative,

* Conservative,

* Moderately Conservative,

* Balanced,

* Moderately Aggressive,

* Aggressive and highly aggressive.

Separately Managed Accounts (SMA) are used for individuals that desire their own brokerage account.  The minimum investment depends on the brokerage account selected.  Usually, the minimum to open an account is $5,000.  SMAs own securities directly. The securities in each account are purchased and sold by the account manager. AA provides separate account management.  It is important to remember that each institution has its own account minimum balance and fee schedules. In order to utilize our Separate Managed Accounts an investment profile must be completed and reviewed by an AA portfolio manager.  For accounts that are not invested in individual securities, we will select a portfolio of high quality, no-load mutual funds based on your investment objectives. Our affiliation with Institutional Brokers provides our clients access to a variety of funds.

AA offers customized asset management services matching the client's return and risk requirements to a portfolio utilizing multiple investment asset classes, investment styles and portfolio management which is designed, monitored and managed to achieve long-term investment objectives.

 Also, AA offers a program for the “do-it-yourself” investors.  We will help you get started and provide investment guidance based upon your individual needs

Send mail to tacarmstrong@hotmail.com with questions or comments about this web site.
Last modified: January 11, 2007