Asset Strategy Consultants

Asset Strategy Consultants ASC is a Maryland Limited Liability Company founded in 1991 by Charles E. Herget, Jr. and Alfred J.

Morrison and began providing investment consulting services the same year. In addition to our headquarters in Baltimore, we maintain client service offices in the following cities: Boston, Charleston, Harrisburg, Pittsburgh, and Raleigh/Durham. At present, ASC is still owned and operated by its two original Principals, Ted Herget and Al Morrison. In 2006, John Meehan was hired as Director of Rese

arch and added to the ownership as a Principal. In June 2017, David Saunders and Bobby Merrick were also made Principals. Asset Strategy is an independent, investment consulting firm focused on Endowments, Foundations, Operating Reserves Portfolios, and Retirement Plans. Our goal is to provide best-in-class service, and to utilize technology to maximize the benefit and value of our consulting services. Our 26 year history enables us to offer a more diverse suite of deliverables, and to better negotiate with the providers that deliver services to our clients.

Excellent HFMA Event at The Center Club celebrating healthcare women leadership. Below are the HFMA Women In Leadership ...
11/22/2024

Excellent HFMA Event at The Center Club celebrating healthcare women leadership. Below are the HFMA Women In Leadership Committee and Panel.

HFMA Annual Conference, Turf Valley, "HFMA Past President's Recognition"
10/10/2024

HFMA Annual Conference, Turf Valley, "HFMA Past President's Recognition"

05/30/2024

🤩 Today, we're pulling back the curtain to reveal three remarkable women who have helped shaped HFMA Maryland through their volunteer leadership!

After incredible careers filled with dedication and achievement, Cheryl Nottingham, CPA, MBA, FHFMA, Traci La Valle and Catherine M. Zito, CPA, FHFMA, CPC are embarking on their well-deserved retirements.

These powerhouse women are more than just colleagues; they are mentors who have empowered others, innovators, and true inspirations who redefined what leadership looks like. Join us on June 5th as we celebrate their individual contributions and share the stories of these amazing leaders!

Register today -> https://lnkd.in/eyx2u2MB

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Healthcare Financial Management Association (HFMA), Atlantic General Hospital, Maryland Hospital Association, Lighthouse Healthcare Advisors, LLC
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National Association of Independent Colleges & Universities (NAICU) - A wonderful evening with friends and colleagues in...
02/05/2024

National Association of Independent Colleges & Universities (NAICU) - A wonderful evening with friends and colleagues in DC

American Heart Association's Go Red For Women Breakfast supporting a great cause - courtesy of BRG.
02/05/2024

American Heart Association's Go Red For Women Breakfast supporting a great cause - courtesy of BRG.

It is with deep sadness that we acknowledge thedeath of Marc Blum, long-time friend andsupporter of ASC.Always with a sm...
08/24/2023

It is with deep sadness that we acknowledge the
death of Marc Blum, long-time friend and
supporter of ASC.
Always with a smile and a kind word, Marc served
on various Committees in and around Baltimore.
ASC extends its deepest sympathy to his wife and family.
Marc will be missed.

05/01/2023
It is with a heavy heart that ASC announces the passing of our dear friend and colleague Charles E. Herget, Jr. – fondly...
03/04/2023

It is with a heavy heart that ASC announces the passing of our dear friend and colleague Charles E. Herget, Jr. – fondly known as “Ted.” On Thursday, March 2, 2023, Ted passed away at home surrounded by family. A memorial will be held in Vero Beach, FL on Monday, March 6, 2023.

Ted Herget and Al Morrison founded ASC in May of 1991. With a clear vision, the two worked together to grow a successful investment management firm servicing institutional clients. Ted’s magnetic personality and likability was instrumental in building client relationships. Whether it was relationships, marketing, or technology, Ted was on the forefront in keeping ASC current with industry trends. His business acumen and ability to pivot led to the array of services now offered by ASC.

Born in Baltimore and serving in the marines, Ted began his business career working for his father’s insurance company. He was a well-known face around town and would do anything for his friends and family. Community support and philanthropy were important to Ted, and he founded The Herget Foundation as a way to support the causes that were important to him. The Herget Foundation has created scholarships and given hundreds of grants since 1991.

With a generous heart, Ted was a bright light for all who knew him.

ASC extends our deepest sympathies to Ted’s wife, Sheila, and his three daughters.

Thank you to Dr. Marylou Yam for bringing Allison Lawrence, President of Stanley Black & Decker eCommerce, to speak to t...
03/03/2023

Thank you to Dr. Marylou Yam for bringing Allison Lawrence, President of Stanley Black & Decker eCommerce, to speak to the Women's Leadership Institute of Baltimore. Great kick-off to March and Women's History Month!

Thank you to: (left to right) Kevin Sexton, former CEO of Holy Cross Health, Jenny Smith, Executive VP & CFO at CareFirs...
02/16/2023

Thank you to: (left to right) Kevin Sexton, former CEO of Holy Cross Health, Jenny Smith, Executive VP & CFO at CareFirst, and Brad Chambers, Sr. VP & COO Baltimore Region at MedStar for their panel participation at HFMA on 2.9.2023

Happy New Year from Asset Strategy Consutants!
01/04/2023

Happy New Year from Asset Strategy Consutants!

Address

6 North Park Drive Suite 208
Hunt Valley, MD
21030

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