STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Overview

Strategic Asset Management Group Advisors is a SEC-registered corporate RIA that operates as a fee-based portfolio manager and capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses, manages portfolios for businesses or institutions, and employs third-party adviser selection when appropriate. Its investment approach is equity-first: exchange-traded equities are the dominant exposure and the firm reports a clear preference for equities in client solutions. Management is predominantly discretionary, and fees are charged as a percentage of AUM. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices