Investment Management
Financial Planning
Company Sponsored Retirement Plans
Investment Strategies and Portfolio Management
We build highly diversified, highly customized portfolios based on a thorough understanding of our client’s return objectives, risk tolerance and investment constraints. Asset allocation is the prime driver of expected returns for client accounts; therefore our main focus in building portfolios is global diversification. Our Asset Allocation strategy combines three proprietary single-security strategies with low-cost ETFs to gain exposure to a globally diversified mix of equity, fixed income, and alternative asset classes.
Client Advisory
Our diverse team of financial planning professionals is capable of consulting clients on a wide variety of personal and business matters concerning their financial situation. We partner with clients and their existing advisors to create and execute a financial plan geared toward meeting short-term needs, tackling specific objectives, and achieving long-term goals. Through the financial planning process we endeavor to thoroughly understand the client, develop and execute a strong plan, and frequently review that plan to track progress and make necessary adjustments.
Sponsor Services, Administrative Outsourcing, and Participant Services
Our retirement team consults with plan sponsors to determine their unique goals and motivations in establishing a retirement plan. We design the retirement plan around those goals and coordinate plan implementation. Strategic’s retirement plan services team relieves much of the administrative burden often placed on human resources professionals. We alleviate unnecessary complexity by acting as the primary point of contact for plan sponsors, human resources staff, and plan participants. As an ERISA 3(38) investment advisor, we offer fiduciary protection through a written investment advisory agreement.
