After years of adhering to the highest principles in the industry, we’ve secured a solid reputation for explaining and educating our clients without industry jargon so they can excel on their own and achieve their investment goals. Our advisors have a deep understanding of investing backed by extensive training so we can empower people like you to build prosperous futures.

Our office is located in Austin, Texas at 13809 Research Boulevard, Suite 915. As an Austin-based firm, we have a strong, unique perspective into the local market, including its specific challenges and opportunities. We also understand how these factors can impact the totality of your investment portfolio. Our office is conveniently located, and our team is ready to provide expert investment services to individuals in Austin and the surrounding areas.

Managing your finances and investments while pursuing your dreams for the future can take a lot of effort. That’s why our investment services firm offers clients access to a full range of investment and insurance services. Our team can help you with a range of things, including:

1. 401(k) & Rollover Services
2. Mutual Funds Annuities
3. 529 College Plans
4. Traditional IRA
5. Roth IRA
6. SEP IRA
7. Life Insurance
8. Brokerage Services
9. Wealth Preservation
   

• Are your investment services custom for every client?
  • Yes. At Strategic Investment Management, we don't believe in cookie-cutter solutions. We get to know you to ensure your investment services are unique to you.
• Can you help me with my workplace retirement plan investments?
  • Yes. Our team can help manage your personal workplace retirement plan if you are a client.
• How can you help me with my employer stock options and equity compensation?
  • We can help employees with restricted stock units, incentive stock options, non-qualified stock options, long-term incentive plans, employer stock purchase plans, and more.
• Are my investments guaranteed?
  • Unfortunately, investments are never guaranteed. However, our team will work to build diversification into your portfolio to help minimize your risks. We're here to help you ride out the highs and lows of the market.
• Do I have to use your exact recommended investment strategy?
  • Your investment plan will be tailored to you, but that doesn't mean that you have to follow it entirely. Our professionals will do our best to make your plan work for you, but you will always have the final say in your personal investment services.
• Can you help me save money?
  • We can guide you, but the only one who can save your money is you. We are happy to provide feedback about specific questions on spending or saving. 

Our team is proud to possess credentials and certifications that set Strategic IM apart from other investment services firms in Austin, Texas. These credentials and certifications include:

• Accredited Investment Fiduciary ® (AIF®)
• 5 Star Wealth Manager by Texas Monthly in 2013, 2014, 2015, 2016, 2019, 2020, 2023

If you are interested in working with an Austin-based investment services firm that's built around your goals, values and objectives, call the Strategic Investment Management Austin office at 512.341.9898, or request a consultation online.