A complete list of active advisors currently associated with Murray Strategic Investment LLC

Warmer can help you find a great advisor at Murray Strategic Investment LLC or one who fits your needs even better.

Murray Strategic Investment LLC is a state-registered investment adviser that provides investment management, comprehensive financial planning, employer retirement plan and IRA advisory, and project-based consulting. The firm reports $140,000 in assets under management and currently manages those assets on a non-discretionary basis, while introducing discretionary authority as an option in 2025. The firm’s investment process emphasizes Modern Portfolio Theory, a mix of passive funds and fundamental/technical analysis, and a written Investment Policy Statement with quarterly monitoring and reviews. Trade execution differs by account type: non-discretionary clients must approve transactions before execution, whereas discretionary accounts (when authorized) permit block trading and use of model and tax-management tools available through the firm’s preferred custodian platform. Noteworthy aspects include a service mix that extends beyond individual clients to cover charitable organizations, employer plans, and various business clients, which is atypical for a small manager with limited AUM. The firm discloses an affiliation with a mortgage brokerage owned by the same principal and an institutional relationship with a preferred custodian that provides technology and model access; both relationships and the principal’s approximately 20–40 hour weekly time allocation to the mortgage business are disclosed as potential conflicts and clients may choose other custodians or providers.

To learn more about the advisors currently working at Murray Strategic Investment LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Murray	Detroit, MI	3

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