Investment Management

Our investment and wealth management services always start with your needs, goals and objectives, timelines and risk-tolerance analysis. Strategic Financial Services adheres firmly to all of the above when it comes to your hard-earned money, because our independence means the instruments and investments we have access to are not restricted like proprietary advisors working with one company.

Fiduciary Duty

We take our fiduciary duties very seriously when considering your investments, examining their underlying structures in terms of both growth potential and costs and fees, which can impact results tremendously.

Wealth doesn’t just happen, it’s grown with diligence, persistence and hard work. Keeping on top of volatile markets and economic changes requires expertise and a full investment team monitoring your portfolio and making changes when necessary. As fiduciaries, we are required by law to work in your best interests at all times, not ours or anyone else’s.

Investment risk cannot be avoided. But we make it our policy to only take the appropriate, suitable risk that we advise to achieve your goals. We watch all costs closely, including fees, and we make alterations to potentially save our clients’ money at every possible turn, conserving every dollar we can to reinvest those assets in your earning potential.

Transparency & Access

We offer you your own secure, private website accessible from anywhere so that you can view your portfolio status in real-time, 24 hours a day. The website gives you the ability to monitor many of the things we do on your behalf.

This cutting-edge technological platform, our Wealth Management System, also offers a secure digital “vault” where you can store copies of all your most important documents.