We have a wide variety of individual clients, including physicians, professionals, recipients of an inheritance and owners and managers of businesses. Not-for-profit agencies and pension plans also employ our services.

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Most of our clients come to us as referrals from current clients or from professionals such as lawyers and accountants who know of our reputation.

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Our investment committee includes three Chartered Financial Analyst Charterholders and one Chartered Financial Analyst Level III candidate as well as others with wide-ranging experience in investment banking, trading and accounting.

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The compensation structure employed depends upon the size and complexity of the client's situation. The flexibility we have by being compensated either by fees or otherwise allows us to maximize customization and minimize expenses and taxes.

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It depends on the situation and sometimes we use both. Our independent and customized approach allows us to manage accounts in the way that benefits the client most from a tax and expense standpoint. Some accounts contain only individually purchased securities, others are exclusively in mutual funds, and many have a blend.

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Every account at Strategic is handled by a senior executive at the firm. We meet as often as necessary when implementing a new relationship and regularly thereafter for investment reviews and annually for financial planning updates.

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Our largest concentration of clients is in the states of New York, Pennsylvania, Virginia, North Carolina and Florida. We do, however, have clients all over the world.

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Future investment performance can never be guaranteed. We report investment performance regularly to our clients with comparisons to relevant benchmarks. For taxable accounts, we pay special attention to the minimization of realized capital gains. Contact us directly for specifics.

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Many of our larger accounts began with less than $100,000. Currently, we have a large number of client relationships in the $3.0 to $25.0 million range.

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We are independent and not product driven. We find most of our new clients by referral, not by paying a "middleman." Relative to traditional firms, we feel we offer broader solutions with lower expenses. We also have an uncommon emphasis on quality and diversification when making investment recommendations.

Also notable is that we have our own money management firm that conducts proprietary research and builds portfolios on a "separate-account" basis.

Our in-house research means our clients talk to decision-makers and that accounts can be customized. Finally, all accounts are handled by senior executives.

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For the second consecutive year, Alan R. Leist, Jr., CEO, CFP* and the Strategic team were recognized by Barron's magazine as one of the nation's Top 100 Independent Financial Advisers (2007, 2008). In 2004, 2005 and 2006, Strategic was ranked by Barron's magazine as one of the Top 100 Financial Advisers in the country. To see the story, click the "Company News" tab on our website.

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