About Strategic Group
At Strategic Group we are financial advisors with an expertise in active investment management and financial planning. We specializes in helping knowledgeable investors gain clarity and confidence by providing specific investment strategies, high-quality advice and valuable insight into the world of investing. We are flexible, accessible and highly skilled. This not only means designing appropriate portfolios and actively managing assets, it means consistent meaningful communication with our clients designing strategies, learning about their needs, and sharing ideas and opportunities.
Unlike professional planners who work for commissions and whose loyalty lies with their firm, we are fiduciaries and work in the best interests of our clients. Strategic Group is local and independent- established in its current form in 2000.
For a free, no-obligation consultation call (503) 222-9737 or email one of our advisors ______________________________________________________________________________
Benefits of Choosing Strategic Group
1. Our size and specialized approach gives you a high level of portfolio management and financial advice.
2. We always act in your best interests – Strategic Group is a ‘Registered Investment Advisor.’
3. Get better advice from a team approach that gives you a perspective you can’t get from just one advisor.
4. We conduct our own research, choose investments and build your portfolio in house, which means you can get the inside track on new opportunities and ask questions about your portfolio.
5. Our financial plans are more than a useful tool; they provide solutions and help you implement crucial decisions.
6. Get an expert's opinion first! Avoid costly mistakes by giving us a call.
7. We strive to get a positive return in both up and down markets
8. We watch your investments from market open to market close poised to implement an exit strategy based on an analysis of the market, stock, and sector information available rather than pre-determined exit points or no exit points.
9. You hate taxes and want strategies that can save you money.
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Strategic Group is an Independent Registered Investment Advisor:
When you’re trying to realize a financial vision, it helps to have an advisor who’ll look out for you. Brokers typically do not have a fiduciary obligation. Independent Registered Investment Advisors (RIAs), on the other hand, always have a fiduciary duty to act in your best interest in all aspects of the financial relationship. The result is advice that’s tailored to help you achieve your financial goals. Contact us today to learn more. Because when an advisor has to watch your back, you know they’ll always be behind you.
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Fees:
Our services are tailored to investors who need and want an actively-managed investment strategy. We do not casually 'rebalance' or use passive buy and hold strategies. We actively watch our core investments from market-open to market-close and implement entry and exit strategies per client. As an investment client, we provide you with ongoing investment advice, financial guidance and family back office support. The fees paid to Strategic Group are based on a percent of investments under our management. It is called “Fee-based.” We do not accpet commissions for securities. In addition, all mutual fund investments are purchased at Net Asset Value.
We also provide financial planning. Fees for financial planning are per project and quoted case-by-case. They are either an hourly fee ranging from $75.00-$250.00 or are a flat fee established at the time a financial planning agreement is signed. For a fee schedule or more information please contact us at (503) 222-9737.
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| William Meyer, CEO | Hal Meyer | Ginny Kretzer | Naomi Federiuk |
