STRATEGIC ASSET MANAGEMENT

Overview

Strategic Asset Management is a small, client-focused RIA that concentrates on equity-oriented portfolios for individual and family clients and small businesses. The firm runs fee-based accounts charged as a percentage of assets under management and centers its advisory work on discretionary portfolio management rather than institutional strategies. Its investment profile shows a clear preference for exchange-traded equities and liquid public-market instruments, with equity exposure making up the bulk of client portfolios. The firm does not position itself as an ESG-driven manager and does not operate across multiple states as a multi-state adviser. Investment decisions appear geared toward straightforward equity allocation supplemented by third-party funds when managers or strategies outside the core equity sleeve are needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices