Strategic Asset Alliance

Overview

Strategic Asset Alliance is an institutional registered investment adviser organized as a corporation and registered with the SEC since 2008. The firm describes itself as a capital allocator focused on institutional clients, operating under a fixed-fee model. Its advisory services emphasize pension consulting, manager selection/oversight and educational seminars or workshops for institutional audiences. FINTRX flags the firm as not active in ESG investing. The firm’s business mix centers on advising pension plans and selecting third-party managers rather than running large proprietary investment platforms. That positioning aligns with the capital-allocator designation and the stated advisory activities: sourcing and evaluating external managers and providing governance-oriented support to institutional sponsors.

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Location & Offices