Strategic Wealth Management is an Independent Registered Investment Advisory Firm providing actively managed investment services. The firm services Roth IRA's, Traditional IRA's, 401(k)s, Rollovers, Brokerage Accounts and other investments.
The Firm was founded on the principle that markets are dynamic. It is the firm's belief that your investments should be managed in accordance with this truth if you are to achieve optimal investment performance.
The overwhelming majority of Advisors practice a "Buy and Hold and Hope" philosophy. In other words they invest your money in the market and ride out the ebbs and flows of the market with no regard for analysis or purchase price, hoping that the markets will be generous.
It is this Firm's belief that you should not leave your investment's fate up to chance. Markets are not always going up. It is for this reason that The Firm's investment process dials in your accounts in response to how the markets are behaving. The Firm uses a propietary process of Quantitative Analysis, Technical Analysis, as well as other fundamental techniques to determine investments. Active management does not entail trading daily or trading weekly, it involves the purchase, monitoring and adjustment of securities and security performance with regard to internal factors, macroeconomics, political and geopolitical factors. Furthermore, the Firm's Active Management philosophy seeks to avoid underperforming sectors while maintaining proper diversification.
Company Details
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Active Investment Management, IRA's, 401(k)'s, Rollovers, Brokerage Accounts, SEP's, Financial Planning, Custom portfolios.
- Competitors
- Dove Finance Pty Ltd, Strategic Fortune Wealth Management, Saltwynd Asset Management, Strategic Wealth Management, Asset Management Financial Advisers Limited, The Brian Group, FXQuant, Australian Lebanese Chamber of Commerce (ALCCI) Young Entrepreneurs QLD, Strategic Wealth Management Ltd, AI Financial Services Limited.
Strategic Wealth Management, Llc. Questions
Strategic Wealth Management, Llc.'s LinkedIn profile is https://www.linkedin.com/company/strategic-wealth-management-llc-
Strategic Wealth Management, Llc.'s industry is
Investment Management
Strategic Wealth Management, Llc.'s top competitors are
Dove Finance Pty Ltd,
Strategic Fortune Wealth Management,
Saltwynd Asset Management,
Strategic Wealth Management,
Asset Management Financial Advisers Limited,
The Brian Group,
Fxquant,
Australian Lebanese Chamber Of Commerce (Alcci) Young Entrepreneurs Qld,
Strategic Wealth Management Ltd,
Ai Financial Services Limited.
Strategic Wealth Management, Llc.'s categories are Investment Management
