Business Process Analyst | Fintech in California

About the Firm

Asset Dedication is an investment management firm that uses financial technology to deliver strategies to the clients of financial planners. It grew out of a research project at the University of San Francisco that sought to provide individual investors with a tool common in the pension world: liability-driven portfolios. Our goal was to help people with retirement investing with a strategy that will allow them to live in retirement with much less stress over their finances.

We wrote the book “Asset Dedication” and have become a technology platform partner and software solution for fee-only financial planners across the country, providing back office and portfolio management services (we are a Turnkey Asset Management Platform known as a "TAMP”). We were the 14th fastest growing TAMP nationally in 2022, managing over $2.5 billion for over 70 personal financial planners across the...