STRATEGIC ASSET ALLIANCE

Overview

Strategic Asset Alliance is a corporate-structured investment adviser that has been SEC-registered since 2008 and is owned by an individual. The firm serves institutional clients and markets itself as a capital allocator, with a service mix focused on pension consulting, selecting other advisers on behalf of clients, and running educational seminars or workshops. Its fee model is described as fixed fees rather than asset-based billing. The firm does not identify as an active ESG investor. FINTRX flags Strategic Asset Alliance as a pension consultant and as an adviser that deploys capital to outside managers. The snapshot classifies the firm as “unclassified” for broader strategy categorization.

Assets & Accounts

Investments & Alternatives

Location & Offices