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.
Culture of Sharing
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.
Building Lives of 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.
We Have Integrity in All That We Do
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.
Commitment to Our People
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.
We Embrace Change
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.