STRATEGIC INVESTMENT SERVICES INC – Professional Financial Expert
Founded in 2005, Strategic Investment Services Inc. has been helping clients achieve their financial goals. With years of experience and a team of expert financial advisors, the company provides a wide range of financial services to individuals, families and businesses.
How does the advisor help clients – Key Takeaways:
- Customized investment strategies to meet individual needs and goals.
- Expertise in managing risk and providing financial security.
- Extensive research and analysis for informed decision-making.
- Dedicated, personalized and proactive client service.
Facts and Insights
As of December 2020, Strategic Investment Services Inc. manages over $500 million in assets under management. The company has a team of 15 experienced financial advisors who provide personalized services to clients.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered
Strategic Investment Services Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The company stays updated with the latest market trends and provides efficient and effective solutions to help clients build and protect their wealth.
Client Types
The company serves a diverse range of clients including high-net-worth individuals, families, and businesses. The financial advisors at Strategic Investment Services Inc. understand that each client has unique financial goals and work closely with them to create tailored strategies that meet their specific needs.
Fees & Compensation
Strategic Investment Services Inc. believes in transparency and has a fee-based approach. The fees are calculated based on the assets under management and are discussed and agreed upon between the advisor and the client before any services are provided. This ensures that there are no hidden fees and the clients receive full disclosure of all costs involved.
Background
The team of financial advisors at Strategic Investment Services Inc. has a combined experience of over 100 years in the financial industry. They hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The company takes pride in its team’s expertise and continues to provide top-notch financial services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Strategic Investment Services Inc. must comply with all rules and regulations set by the Securities and Exchange Commission (SEC). The company provides all relevant disclosures to clients, including its fees, conflicts of interest, and any disciplinary actions taken against the company or its advisors.