Investment Strategies

Strategize for Your Optimal Retirement

EMoney is a powerful diagnostic tool that allows you to stay up to date on your financial situation and monitor the progress of each of your investments. EMoney will also provide potential planning ideas and concepts that may be beneficial.

Riskalyze provides a quantitative measurement of client risk tolerance, allowing your Aston Crest professional to objectively align investment guidance to each client’s individual risk capacity.

Dedicated Service, Unbiased Approach

We are an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer an unbiased approach to developing a plan that is tailored to each client’s specific circumstances and goals. To achieve this diversity, we are experienced with an extensive array of investment strategies, including the following:


• Convertible
• Corporate
• Municipal
• Zero Coupon

Government Securities

• Ginnie Maes
• Treasury Bills
• Treasury Bonds
• Treasury Notes

Cash Management

• Daily Sweep Accounts
• Money Markets
• Insured CDs
• Online Account Access

Mutual Funds

• Open-End Funds
• Closed-End Funds
• Networking
• Dividend Reinvestment


• NYSE-Listed Stocks
• NASDAQ Over the Counter
• All Other Major Exchanges
• Foreign Stocks
• Margin Accounts
• Employee Stock-Option Plans

Asset Management

• Independent Manager Search
• Performance Monitoring and Reporting
• Wrap-Fee Accounts
• Asset Allocation
• Fee-in-Lieu Accounts
• Outside Managed Accounts


• Fixed Annuities
• Fixed Index Annuities
• Annuities
• Term Life
• Universal Life
• Whole Life
• Disability
• Long-Term Care

Retirement Accounts

• Roth IRA
• Education IRA
• Simple IRA
• Defined Contribution
• Profit-Sharing Plan
• 403(b)
• 401(k)
• Roth 401(k)

Contact us today for a complimentary consultation!

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