Strategic Financial Services, LLC - Investment Strategies

Investment Strategies

Our clients deserve an investment portfolio specifically designed to meet their long-term objectives. We combine four proprietary strategies within a customized portfolio to insure that the assets of the client are deployed effectively. Quality and diversification are always at the core of our approach.

Quality Core

Our flagship Quality Core portfolio strategy features 35-45 companies selected by Strategic's in-house proprietary stock selection process. Quality and diversification are at the heart of the strategy.

Quality Core portfolio companies are selected for their exposure to long-cycle investment themes. We focus our selection efforts on larger, well-managed companies with strong business franchises, superior management teams, solid balance sheets and justifiable valuations. The portfolio is always well-diversified and, for suitable accounts, managed for tax-efficiency.

Equity Income

Equity Income portfolio companies pay above-average dividends and, we believe, offer good prospects for dividend growth.

In mild contrast to our Quality Core strategy, the Equity Income portfolio typically displays a "value" tilt. Equity Income portfolio holdings tend to be more mature companies that are returning cash to shareholders. Clients looking for current income without sacrificing exposure to the growth potential of equity markets may want to consider the Equity Income strategy.

Specialized Equity

Exposure to other market segments dampens the volatility of returns over market cycles, and offers further diversification beyond our Quality Core and Equity Income strategies.

Strategic's recommended equity investment mix typically includes exposures to a variety of asset classes including international, small-and mid-capitalization companies. Asset classes and their weightings are selected for their valuation and risk-reward attributes.

Fixed Income

Strategic's fixed income investment process is one in which we invest to preserve capital and generate a highly secure return. We do not chase risky yield.

Our fixed income process tends not to produce trading-related gains or losses. Rather, we construct diversified, intermediate-term, laddered portfolios of high-quality bonds. Bonds purchased include U.S. Treasuries, U.S. Agency Bonds, Municipal Bonds and diversified Corporate Bonds with debt ratings of at least "A". Market history has shown intermediate bond portfolios to offer the best risk-adjusted returns for investors.