Unlike the majority of financial advisors, we don't casually "re-balance.” We look at our core investments daily, evaluating strength and potential trends. At Strategic Group, we believe that an investor who has saved diligently and has chosen us to be their advisor deserves more than the same old passive "buy and hope" approach to investing. We provide active management for each portfolio, looking for opportunities to manage risk more effectively.
We recognize the interdependence of assets, tax liabilities and goals. Our advisors take a caring holistic approach to evaluating all your assets, your attitude towards risk and your current financial position.
Portfolio Management:The first step Strategic takes in helping you reach your financial goals is to understand your personal history and circumstances. Second, we evaluate your attitude towards risk and review your current assets, performance, tax liabilities as well as identify key problems. This process is necessary to provide you with an appropriate portfolio. Furthermore, once you have made the decision to partner with Strategic as an investment client, we provide you with regular updates, investment advice and excellent ongoing customer service.
Investment Philosophy:
At Strategic Group, we focus on risk based management. Although that may sound complicated, the concept is simple: Discover our clients’ risk tolerances and financial goals and design their portfolios to target those objectives. We carefully design investment strategies and we skillfully manage them.
In addition to Portfolio Management, Strategic Group offers full service finanical planning.
There are four primary reasons to utilize the services of Strategic Group: Knowledge, experience, consistency and performance. Our investment advisors have a wealth of knowledge and years of experience to base their recommendations on. Investing is a full-time job, that takes constant dedication and discipline. We watch our investments from market-open to market-close.
We care about our clients
- We actively manage risk
- We are not afraid to exit the market
- We are financial experts, not sales people
- We are fee based and are local and independent
- We utilize fundamental and technical analysis
- We utilize trend trading techniques