Asset Management

We know that monitoring a large financial portfolio requires a lot of time and attention to detail. That's why we are making it easier for our clients to meet their financial objectives without spending all of their valuable time in the process.

 

Asset Allocation:

Our management process provides our clients with approaches to investment management attuned to each person's specific situation. We assess your individual profile by conducting interviews designed to determine your personal financial objectives. Throughout this process, we consider your growth objectives, income needs, risk tolerance, regulatory requirements, time horizon, and personal preferences. With these considerations in mind, Strategic Investment Advisors assists you in establishing investment guidelines, parameters and expected returns. Your assets are then allocated to achieve your objectives within those risk parameters that we have identified.

 

Portfolio Management:

Strategic Investment Advisors utilizes a "manager-of-manager" approach to investing. We are objective client representatives and we manage your portfolio through a select group of proven investment management firms best able to meet your needs. Strategic Investment Advisors monitors the activity within your portfolio to ensure that transactions are consistent with your objectives and we monitor the managers we use.