Financial planning
Plans for investment, retirement, and legacy decisions.
Other Side Asset Management
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About Other Side Asset Management
Based in Raleigh, Other Side Asset Management is a boutique investment firm serving individuals and families. It offers investment, retirement, wealth transfer, and legacy planning, beginning with a financial plan to help determine which strategies fit each client's needs. The firm uses discretionary, in-house investment models and separately managed accounts, with diversification, allocation, and risk management as parts of its investment approach. Income planning is tailored to a client's circumstances rather than centered on a single financial instrument. Its services also address protecting wealth and preparing for retirement. The firm describes itself as independent and fee conscious, and says it presents costs and conflicts before clients decide. Planning and investment recommendations are framed around preserving capital and helping clients make informed financial decisions.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment approach
Uses in-house models and separately managed accounts.
Risk management
Focuses on diversification, allocation, and capital preservation.
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