Asset Solutions

Asset Solutions Asset Solutions (AS) is a fee-based money management firm founded by Craig Thompson, ChFC in 2002.

Fund Objective: Asset Solutions (AS) investment objective is long-term capital appreciation with a focus on capital preservation. Philosophy: AS believes that limiting losses is as important to building capital as is maximizing gains. To accomplish this dual principle, AS employs an active money management strategy. If analysis indicates high stock market risk, AS moves assets from the stock mar

ket into more conservative investments, particularly bond or money market fund(s). Such a reallocation can limit the significant losses typical to stock retention during major stock market declines. In addition, at times we employ hedging techniques to help lower portfolio volatility and market risk. Ever conscious of the company’s objective and the client’s interest, AS invests in funds that are pools of securities, namely exchange-traded funds (“ETFs”) and mutual funds. Investment Strategies: The firm’s disciplined approach utilizes technical, cyclical and fundamental analysis. AS constantly monitors the business cycle to evaluate market risk and determine which asset classes have the highest odds of performing well. AS may use this information to invest in certain market sectors that it feels are providing superior risk-adjusted returns. As a result, client accounts may not be diversified and could even be invested in only one or a few market sectors/asset classes. Trending analysis and market action/behavior is used to determine the trend and strength of the stock market as well as market sectors. This analysis is used to determine how much risk we will assume, and which sectors/asset classes we will invest. In certain situations where weak sectors or markets are identified, AS may invest client assets in short funds. AS manages risk by exiting positions when it believes that potential portfolio gains are not sufficient to justify the potential risk of loss. AS constantly adjusts the mix of assets as markets rise and fall and the economy strengthens and weakens. When AS has not identified (to its satisfaction) areas of the market in which it feels comfortable investing, whether long or short, AS may invest portions or all of clients assets in cash or cash equivalents for capital preservation.

Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved consi...
05/31/2026

Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved considerably. Major indexes have continued to advance, market breadth has improved, and investors have increasingly...

Just a quick note: this video was recorded on Sunday (May 17th), so there may have been a few market developments since ...
05/19/2026

Just a quick note: this video was recorded on Sunday (May 17th), so there may have been a few market developments since then. That said, I believe the broader outlook and key points discussed are still very much intact.

Market Overview Over the past month, the market has undergone a meaningful shift. What had been a weak and uncertain env...
05/04/2026

Market Overview Over the past month, the market has undergone a meaningful shift. What had been a weak and uncertain environment has quickly transitioned into a strong uptrend. The speed and persistence of this move are important and...

In last month’s newsletter, we discussed how the market had been trading within a consolidation pattern for about six mo...
04/06/2026

In last month’s newsletter, we discussed how the market had been trading within a consolidation pattern for about six months and noted that a break below key support would increase the risk of a correction. That scenario has now played out.

Market UpdateFor the past five months, the major indexes have moved sideways inside a broad consolidation (Darvas Box). ...
03/01/2026

Market UpdateFor the past five months, the major indexes have moved sideways inside a broad consolidation (Darvas Box). That type of action often represents digestion after a strong advance. However, over the past month, conditions...

Over the past four months, the index has largely moved sideways, chopping around and consolidating after a strong advanc...
02/01/2026

Over the past four months, the index has largely moved sideways, chopping around and consolidating after a strong advance earlier in the year. This type of price action often precedes a larger move, making this an important area to focus on

Long-term, the stock market remains in a bullish trend. However, over the past several months, the market has moved side...
01/04/2026

Long-term, the stock market remains in a bullish trend. However, over the past several months, the market has moved sideways, with price action becoming increasingly choppy.

In our November newsletter, we noted that the Nasdaq 100 (QQQ) was likely due for a short-term pullback after reaching t...
11/09/2025

In our November newsletter, we noted that the Nasdaq 100 (QQQ) was likely due for a short-term pullback after reaching the upper boundary of its rising price channel. That expectation played out as the index drifted lower ...

October was another strong month for stocks, with major indexes continuing their advance. However, not everything beneat...
11/03/2025

October was another strong month for stocks, with major indexes continuing their advance. However, not everything beneath the surface is ideal.

The market continues to show impressive resilience. The S&P 500 has maintained its upward path, staying above important ...
10/05/2025

The market continues to show impressive resilience. The S&P 500 has maintained its upward path, staying above important support levels and showing no signs of breaking its longer-term trend.

Address

San Diego, CA

Telephone

+16197090066

Website

Alerts

Be the first to know and let us send you an email when Asset Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Asset Solutions:

Shortcuts

Share

Category