We operate with the understanding that the needs of our clients are the very reason for our existence. We believe that a disciplined investment philosophy, education, and a fee-only structure best serve each client's need.
We specialize in addressing the particular needs of clients who value individual attention and personal service within a long-term, trusting relationship. We expect to get to know our clients on a personal level, and to provide solid, long-range financial advice offered in the context of real life.
Asset management is personal and individual. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. That's why Strategic Investment Management works closely with clients to build long-lasting partnerships that allow us to create customized investment programs for a lifetime.