STRATEGIC PORTFOLIO ADVISORS, INC.

Overview

Strategic Portfolio Advisors, Inc. is an advisory firm that focuses on discretionary portfolio management for private individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and shows a clear preference for equity exposure — most client portfolios are dominated by exchange-traded equities. Advisory activities concentrate on separately managed accounts and institutional-style portfolio mandates rather than operating as an allocator that runs pooled funds. The firm is not positioned as an active ESG investor and does not list pension consulting or multi-state advisory registration. Strategic Portfolio Advisors appears to blend liquid equity exposures with selective use of private equity through third-party managers to meet longer-term return objectives for clients who can tolerate illiquidity.

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Public Holdings

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Location & Offices