Liquidity Solutions
ASA gives you the flexibility to manage cash with confidence. With advanced liquidity tools, you can move funds easily, optimize returns, and simplify cash Management-supporting a more agile treasury.
Generating value Across generations
Wealth Management
Own your future
Global, personalized, transparent and independent wealth Management for high-net-worth individuals and families.
Your operation, without borders
A digital-first banking experience via an omnichannel platform with API-first, cloud-native architecture providing real-time account access anytime, anywhere
Payments & Receivables
Our payment and receivables services let you send and receive funds via a unified workflow with real-time tracking. Supported by a consistent API, we simplify payment initiation, collections, monitoring, and reconciliation for a seamless experience. Our capabilities include ACH, Wire Transfers, Fedwire, multi-currency accounts, and FX services for efficient currency Management.
ASA US LLC is a licensed Money Transmitter in Florida (FT230000522) and in New Jersey (2506841). For ASA US LLC’s license details, please refer to: State of Florida: FL License; State of New Jersey: NJ License. Not insured by the Federal Deposit Insurance Corporation (FDIC).
Credit Solutions
Our approach combines flexibility, clarity, and strategic guidance to help you access capital efficiently while aligning financing options with your personal goals and long-term plans.
Private Credit Facilities
We provide advisory for customized financing solutions secured by a broad range of collateral, tailored to meet our clients’ personal and business financing needs.
Warehouse Line of Credit
Working with a select network of financial partners, ASA delivers customized financing solutions designed to provide clients with flexible access to liquidity and capital for a broad range of personal and business needs.
Securities-Based Lending
ASA works with banking partners to provide financing secured by clients’ investment portfolios held with ASA, offering access to liquidity while preserving their long-term investment strategy.
We provide two tailored solution to manage your wealth:
Choose complete delegation or stay close to every decision with independent advice.
Discretionary Portfolio Management
End-to-end, dynamic portfolio Management aligned
with your goals, risk profile and changing macroeconomic conditions.
Client Objectives
Understanding the client, their objectives, and constraints.
Investment Strategy
Developing a customized Investment Plan.
Investment Structures
Outlining investment vehicles and structures.
Implementation of the Defined Strategy
Investing in accordance with the outlined plan, our market views, and product analysis.
Portfolio Monitoring
Market monitoring and portfolio repositioning according to committee analysis, macroeconomic conditions, and the client plan.
Performance Evaluation
Periodic meetings to review results generated relative to the Investment Plan.
ADVISORY
For investors seeking access to exclusive products and the support of our experts. We help you make investment decisions through comprehensive product analysis and a global macroeconomic outlook, with efficiency, agility, and control during implementation.
Understanding the client
In-depth understanding of client needs, restrictions, suitability, risk profile, and objectives.
Review of the current portfolio
Analysis of the client investment portfolio: return expectations, product risks, exposure to risk factors, portfolio liquidity, diversification level, and investment vehicles.
Bringing Expert Considerations
Informing clients' portfolio strategy, considering the Macro team's forecasts and the Wealth Investment Committee's positioning.
Presentation of Investment Alternatives
We present several investment alternatives to our clients to complement their current portfolio allocation with the aim of generating portfolio efficiency and diversification. We aim for higher profitability, security, and efficiency.
Discussing Investment Strategy and Definitions
Discussion with the client to determine the best investment alternatives, based on previous conversations.
Execution
Support and guidance throughout all operational stages until the defined strategy is executed.
Monitoring and Follow-up
We will regularly monitor your portfolio, analyze its results, create and share proprietary reports, and suggest changes whenever appropriate, or when we spot suitable investment opportunities.
Investment process: Stage 01 of the 6
-
Assets Consolidation
We offer our clients real-time solutions that bring a consolidated and organized analytical view of their entire financial footprint, all in one place, regardless of where it is located.
-
Exclusive Funds
Professional and discretionary Management, tax efficiency and customized strategies to meet your specific needs.
-
Managed Portfolios
Selection and monitoring of fixed income and equity assets, with exposure to both local and international markets to diversify and mitigate risk through active Management aimed at maximizing results.
ASA Asset Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the Adviser by the Commission, nor does it imply that ASA Asset Management LLC has attained a particular level of skill or ability. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to buy any securities, nor constitutes legal, accounting, or tax advice and should not be relied upon as such. For more information on ASA Asset Management LLC, please refer to its Form ADV at ASA ASSET Management LLC - Investment Adviser Firm.
Asset Management
ASA offers a range of commingled funds that enable investors to build diversified portfolios across asset classes, thematic strategies, liquidity profiles, and risk exposures.
ASA US Wealth Management
Globally diversified multi-asset portfolios for long-term wealth management.
Fixed Income
Diversified fixed income focused on income and capital preservation.
Equities
Global equity strategies for capital appreciation and diversification.
Multi-Strategy
Diversified absolute-return strategies across market cycles.
Credit
Corporate, high-yield and private credit strategies.
A Complete Investment Platform
Gain access to the complete view of all funds and strategies available on the ASA platform.
See all investmentsWe are a solid and
diversified financial institution
We combine generations of experience in the financial market with modern processes and governance to create sophisticated, tailor-made solutions for high-net-worth individuals, companies, and institutional clients.
About ASAOur values
-
Performance
We always offer the best and most innovative solutions to our clients, with sophistication, speed, and excellence, wherever the opportunities may be.
-
Safety
We are an enduring financial institution, with a legacy that enables us to operate across all economic scenarios and keep pace with the evolution of the market.
-
Returns
We pursue efficient results in our operations, our products, and our risk controls to ensure sustainable long-term growth for our clients and for ourselves.
-
Individuality
Every client is unique. We value close relationships in order to provide tailor-made solutions for each of them.
