Astrop Advisory Corporation tailors its asset management services to meet the varying needs of its clients.  The firm generally employs a six-step process to uncover each client’s needs and goals and help them achieve long-term financial success through a carefully constructed asset allocation program.

1. Astrop Advisory clearly defines its relationship with each client and establishes the expectations of both the client and the firm.
2. Astrop Advisory gathers information not only about each client’s specific financial situation but also their long-term personal goals.
3. Astrop Advisory analyzes each client’s complete financial picture in the context of their long-term personal and financial goals and develops a long-range plan for success.
4. Astrop Advisory presents a financial plan or roadmap for achieving each client’s specific long-term financial goals.
5. Astrop Advisory implements this comprehensive financial plan and selects the investments and strategies designed to best meet these goals.
6. Astrop Advisory monitors each client’s investment performance in relation to meeting his or her long-term goals and makes changes necessary to stay on track.