Certified Public Accountant
Certified Financial Planner
Chartered Financial Analyst
Lee Stordahl is a Portfolio Manager at AQS Asset Management, bringing a multidisciplinary background in investment management, accounting, tax, financial analysis, and data systems.
Lee began his career with a Big Four public accounting firm in corporate tax. His career has since spanned a range of financial and business environments, including work with a family office, tax consulting for high-net-worth individuals, and entrepreneurial experience in construction. Across those roles, financial markets, accounting, and analytical decision-making remained central to his work.
Lee Stordahl
At AQS, Lee applies that broad perspective to the specialized needs of insurance company portfolios, helping AQS translate complex portfolio and financial information into useful insight for clients. His accounting and data-management background also supports AQS’s emphasis on connecting investment decisions to an insurer’s liabilities, liquidity, capital position, and financial performance.
Lee holds the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He earned both a BBA in Accounting and an MS in Finance from Texas A&M University.
ABOUT US
Professional relationships and strategic alliances form the network of the AQS knowledge base of the insurance industry. It is through these partnerships and professional networks that AQS continuously stays abreast and remains a source of regulatory, acquisition, marketing, niche business, employment and expansion opportunities. Our understanding of actuarial science and modeling gave rise to our proprietary PALM and next-generation PERM systems. Deployment of these systems and immersion into client operating results has given us focus on accounting practice and procedure – one of our founders holds the CPA and CFA designation.
Client Relationships
Professional training in financial engineering, optimization and a deep understanding of capital markets and systems from both the buy-side and sell-side augment our effort. Consulting relationships, conferences and industry publications have been indispensable in getting our story out to the industry. Ultimately, our client relationships are our most prolific. Satisfied clients speak volumes.
ABOUT AQS’ VISION
We exceed the investment objectives, expectations, and performance for our clients.
As an independent, private, closely held company, it enables us to serve the needs of our clients without conflict of interest.
Focused exclusively on asset management for insurers, it gives genesis to a focus unequaled in our industry.
Combines proprietary software, independent research, leading technology and development expertise to achieve superior performance in a dynamic investment environment.
Leverages 50+ years of industry know-how to help manage relationships and facilitate communication with all client stakeholders.
5.
Culture
Conveys a commitment to open interaction and education between our staff, management and our clients.
We take pride in transforming our clients into capable investment professionals which develops comfort and provides intuition that they can apply within their business.
AQS Asset Management, LLC. manages investment portfolios for insureds around the realities of their business: liabilities, liquidity, regulatory, surplus, product design, and performance. For insurers, portfolio management is not about beating an index. It is about supporting the balance sheet, protecting policyholder obligations, managing risk, and arming leadership for better decisions.
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