Mission Statement

Academy Asset Management is a preeminent veteran-owned investment manager with strengths fixed income portfolio management, research and trading. We bring out the best in each other with our intellectual assets, strong visionary leaders, and a proud team-driven commitment. We maintain the highest ethical standards, a sense of accountability, discipline, and loyalty. We strive for excellence in the pursuit of our clients’ successes and deeply value long-term, mutually beneficial partnerships with them.

We are proud that Academy Asset Management is our nation’s first post-9/11 disabled veteran-owned institutional manager. Contact us today to experience how we can work together.

Our Principles

Team Work

Teamwork is the hallmark of our firm. Our team relentlessly pursues successful outcomes for our clients. Our military leadership training and combat experience have taught us the imperative value of teamwork, perseverance, and the intrinsic benefit of knowing what it takes to accomplish a goal established by collaborative thinking and ingenuity.


Relationships are at the core of our business. In our minds, loyalty is the willingness to make an investment or personal sacrifice to strengthen relationships. Trust is measurable and has strict metrics, while loyalty is based on consistent action. As a firm, loyalty is paramount with no compromise.


Trust is the mandatory foundation from which strong relationships are built. In the military, just as in finance, cohesion is critical to mission success. Team members must rely upon each other to take responsibility, accountability, and execute to plan, often under the most stressful environments. Our high level of trust and integrity provide an unparalleled bond within our firm, while providing the core foundation for our lifelong relationships with our clients. We value and honor our clients. We have seen first-hand that living by a strong ethical code produces exceptional results, and the financial industry is no exception. We will earn and respect your trust.

Social Mission

Our entire firm is committed to instigating social impact by addressing the challenges facing the men and women who have served our country. One of the most significant issues facing our military veterans is the high level of veteran unemployment. Not only do we want to draw attention to this issue, but we are determined to set a precedent for prospective employers of veterans. We are convinced that the core of any company can be strengthened when staffed with military veterans.

Employee Philanthropy

Giving of time and talent is an integral part of the corporate culture at Academy Asset Management. Employees are actively involved in charities and volunteer their time and resources outside the workplace.