Not Just Another FMO
Our legacy originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.
A pioneer in the industry, Rick invited his trusted advisors to learn firsthand at his seminars. Today, that legacy is carried on and continuously growing with our CEO, Jennifer Schendel.
With over 20 years of experience, Asset was built with a foundation of trust and care. Rick brought advisors in to nurture their success and learn from each other's business challenges and triumphs. Together, our culture of sharing is brought to you, the advisor.
Our Guiding Principles
These values serve as our cultural cornerstones and guide us daily in our actions, decision-making process, and interactions with our employees and clients.
Integrity
We believe in conducting ourselves with the utmost integrity, honesty, and transparency. We hold ourselves accountable to the highest ethical standards in everything we do.
Partnership
We value strong partnerships and collaborative relationships with our advisors and our staff. We believe that by working together to identify a unique course of action, we can achieve a higher level of success.
Adaptability
We recognize that the financial landscape and our working environment is constantly evolving, and we are committed to being adaptable and flexible in our approach. We embrace change and are always looking for new and innovative ways to solve problems and create value.
Success
We are dedicated to achieving success for our advisors and internal team. We set ambitious goals, work hard to achieve them, and celebrate our successes along the way.
Significance
We believe that our work should have a significant and positive impact on our advisors and ultimately on the financial security of their clients. We are committed to making a difference in the lives of our advisors, our employees, and the communities in which we operate.
Relational
We believe that strong relationships are the foundation of our success. We strive to build meaningful and long-lasting connections with our advisors and our staff, so they feel supported and encouraged daily.
Humble
We value humility and recognize that we can always learn and grow. We are open to feedback, willing to admit our mistakes, and committed to continuous improvement.
How Asset Brings Value
For over two decades, the Asset team has been a source of safety in an everchanging market. With a culture rooted in sharing, collaboration, and teamwork—the foundation of our success is through the relationships we have cultivated, the businesses we have grown, and the retirements we have helped flourish.
As our world continues to change and adapt, so will we. With new and unique marketing services, business strategies and product options, the Asset team can take you into the future— while still staying true to our goal to protect and preserve the relationships we've built.
Financial Advisor