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Personalized Investment Management

Creating Your Unique Strategy

A solid investment strategy can help in your pursuit of financial independence.  But to be truly effective, any investment strategy must be customized to your unique situation.  We create a personalized asset allocation using a comprehensive, open-architecture, fee-based investment platform which includes a wide variety of investment opportunities to increase your portfolio’s diversification. 

Ongoing Advice and Oversight

We monitor your investment portfolio on an ongoing basis and make adjustments when needed to help maintain an appropriate allocation.  We hold regular meetings and discussions so you can feel comfortable with your continued strategy and provide 24/7 on-line access so you can check the current status of your portfolio.

Asset Allocation: Asset allocation is at the core of Strategic Asset Management. This involves spreading your investments across several asset classes to reflect your particular goals.

Low Cost Investments:  We have access to over 8,000 funds from more than 470 fund families and when building your customized portfolio, we strive to identify quality investments with low expense ratios.

Quarterly Quality Monitoring: Once your investments are in place, the quality of your holdings are tested on a quarterly basis against eleven quantitative, due diligence criteria.

Financial Advice: We’re available any time you have a question about your account or investing strategy.

No strategy assures success or protects against loss.  Investing involves risk including loss of principal.