Focus
Process
Independence
Strategic Financial Services was founded on the premise that investors are entitled to the highest level of service possible in the management of their finances. For over 30 years, we have fostered a culture of excellence, teamwork and integrity in support of client objectives.
Our advisory and investment teams follow defined processes, formed through decades of experience serving private clients, institutions and corporations, and validated every day by our long-standing client relationships.
Strategic clients have access to the full spectrum of financial solutions within an "open-architecture" platform. With no limiting affiliations or product lines to sell, our recommendations are driven solely by the objectives of our clients.
Alan R. Leist
Chief Executive Officer