Strategic Asset Management

Through Strategic Asset Management, we can offer you access to a wide variety of investments to increase your portfolio’s diversification. In addition, investments you already own can be combined with those we select to complete your customized portfolio and add to the potential success of your plan. But, your distinct circumstances and personal objectives dictate the method of investing, as well as the types of investments we choose.

Fee-Based Guidance

By virtue of using the Strategic Asset Management platform, we can work under a fee-based model. Fee-based asset management allows us to share a common goal with you: to grow the value of your assets. A holistic approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of the account.

This allows us to concentrate on what matters most—building an investment portfolio that seeks to address your specific needs.

Ongoing Advice and Oversight

As a fiduciary under the Investment Advisers Act of 1940, we’re obligated to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. In a Strategic Asset Management account, we monitor your investment portfolio on an ongoing basis and continue to offer you advice as needed. These services may be provided on a discretionary basis, which means you don’t need to direct us to make trades, rebalance your portfolio, or make other investment decisions for your account. This discretionary trading capability in a Strategic Asset Management account gives us the ability to react to changes in economic conditions on your behalf.

For more information, click here to read the SAM Client Brochure, or call us at (574) 722-4222 to make an appointment and discuss this option!