DEVOTED TO YOUR SUCCESS
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. 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 in the right order 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.
A Unique Approach
We use processes, not products, in crafting highly personal financial plans for you. We built our firm on the foundation of relationships.
Experienced Professionals
We have decades of experience in the financial services industry and employ a team of asset-management professionals who make you their top priority.
A Comprehensive Approach
We provide comprehensive asset-management service for our clients that incorporates all aspects of their financial development.
Our Resources
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.