Broker Check

About Strategic Investment Management.

Providing Purpose, Vision, and Direction

We at Strategic Investment Management have you in mind - you are why we do this. Our commitment to you is personal. After witnessing so many people struggling with financial challenges, we decided to launch Strategic Investment Management with the aim of providing purpose, vision, and direction to our clients.

With our deep understanding and extensive training in personal finance, we empower people like you to build prosperous futures. Following years of adhering to the highest principles in the industry, we secured a solid reputation of explaining and educating our clients in simple language—minus the industry jargon—so they can excel on their own and achieve their financial dreams.

We have developed a team approach to educating our clients. Our clients have a wide variety of needs as they wade through a complex financial-services world.

We invite them to discover and experience the power of our services to provide comprehensive, wealth management benefits from a variety of financial perspectives each founded upon diverse backgrounds, education, and experiences.

One strategy, obviously, does not work for everyone. And that’s why we provide you with our undivided attention throughout the process: planning, execution, and follow-up. We use a proactive approach in fashioning a financial plan that addresses your goals and objectives, using the most efficient and up-to-date methods in the industry.

Our Mission to Become Your Trusted Partner

Our mission is to be the trusted financial partner for our clients by providing superior education along with passionate and efficient customer service.

Our firm was founded on the core values of integrity, trust, expertise and compassion. We will give our clients ethical advice at all time while instilling in them the confident expectation that we are taking care of them and their financial future.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Approach

Our Approach

Our highly disciplined investment philosophies put you at the center. Equipped with our extensive financial education and a fee-only structure, our aim at Strategic Investment Management is to address your wealth management needs with excellence. 

Our Approach
Our Services

Our Services

Our services are geared to help you build, grow, and protect all you've worked for. We offer clear, straight-foward plans  designed to fit your individual goals and dreams. Ready to remove complexity from finance and forge a lifelong partnership?  

Financial Services
Contact Us

Contact Us

While we are located in Austin, TX, we serve clients in several states around the U.S. Interested to see how a comprehensive financial plan can give you confidence today and tomorrow? Reach out today. 

Contact Us

How Much Do You Know About Investing?

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 Investing IQ."

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More
Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More