Austin Asset Management Company is a financial planning and investment advisory firm that helps clients reach and sustain their long-term financial goals. Ranked by Worth magazine and Bloomberg Wealth Manager as one of the nation’s top financial advisers, the Austin-based company provides custom-made financial plans that address areas such as cash accumulation, asset preservation and capital growth, as well as death, taxes and retirement. AAMC is not compensated by commission on investment products sold. Fee-only, the company provides advice that is objective, with no conflict of interest.

The AAMC Process

To provide a truly comprehensive financial plan that is tailored to individual clients’ needs, AAMC developed a three-tiered planning process:

1. CERTIFIED FINANCIAL PLANNER™ practitioners gain a full understanding of client goals, spending up to three months completing the plan.
2. Planners present the client with a handbook of strategies, compiled in a three-ring binder. Each plan is tailored. The book is custom-made. The advice is just for you.
3. AAMC coordinates plan implementation throughout the year and conducts a formal annual review to check each client's progress.

Quarterly reports that illustrate the relationship between the client's goals for "Building Organized Wealth" (BOW©) and the "Actual Rates of Return on Wealth" (ARROW©) are included when the firm is hired as investment manager. This reporting system, created by AAMC, tracks progress toward a pre-defined monetary goal.