Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle to stay focus while piecing them together. Here's where we provide our unique value - we focus on you with personalized attention. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goal – all without conflict of interest.
We focus on your success: helping you make financial decisions to move you to your desired destination.
Strategic Investment Management is an independent Registered Investment Advisory firm specializing in delivering coordinated asset strategies for individuals and families throughout the United States.
We use processes, not products, in crafting highly personal financial plans for you. We built our firm on the foundation of relationships.
We have decades of experience in the financial services industry and employ a team of asset-management professionals who make you their top priority.
We provide comprehensive asset-management service for our clients that incorporates all aspects of their financial development.
Often our clients' planning efforts can benefit from the expertise of highly specialized professionals; Estate Planners and Tax Attorneys, CPAs, and Pension Plan Administrators. We have established relationships with many top professionals in these fields, and coordinate efforts with them on behalf of our clients.
Here's how to build your individual life plan.
Discover ways to accumulate wealth to pursue the retirement dream you envision.
Develop an investment strategy that incorporates your goals, accommodates your risk, and progresses along your timeline.
Manage your financial affairs now and control the distribution of your wealth later.
A comprehensive insurance strategy provides you with the assurance that your loved ones’ needs and goals will be managed properly.
Managing your wealth requires considerably more than developing a budget. It includes other factors including savings plans, investment strategies, and debt management.
Finding the work-leisure balance will equip you to live your life to the fullest and manage your lifestyle according to your preferences.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."