Welcome to Asset Allocation Advisors

We manage investment portfolios. Our investment objectives for our clients are profits and protection of capital. Portfolios are constructed of no-load and load-waived mutual funds, creating a balanced and diversified blend of stock, bond, and cash investments.


Latest Commentary

October 10, 2014 New!

Ignore History or Learn From It

"Those who cannot remember the past are condemned to repeat it." – GEORGE SANTAYANA, The Life of Reason

The lessons of financial history are, and will always be, relevant.  In the midst ... to view the entire article, click here»

Greg Schultz and Bruce Grenke

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Learn From History or Attend the College of Hard Knocks

History can be an effective teacher; so can the College of Hard Knocks.  We prefer the former to the latter—it's less painful and not as costly.  Then why do so many investors ignore the invaluable lessons available of financial history, opting instead for the College of Hard Knocks?  In this quarter's Commentary we address one of the most important subjects of financial history, excessive stock market valuations and the implications to you and your portfolio.

In today's investment marketplace, we can make no stronger statement of greater relevance than valuations matter.