Strategia Investments, LLC
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About
Strategia Investments, LLC provides a single, stock-only portfolio management service to both individual and institutional clients and does not offer additional financial products or advisory services. Prospective clients are screened using a 15-question suitability questionnaire and must meet the firm's threshold before onboarding.
The firm uses a fundamental, valuation-driven investment process—screening on metrics like P/E and ROE, conducting in-depth company analysis, and applying discounted cash flow and comparable valuations—with a long-term buy-and-hold orientation and the Russell 2000 as its benchmark. Strategia operates on a non-discretionary basis, presenting trade recommendations for client approval prior to execution and maintaining client assets with a single designated custodian.
Noteworthy aspects that distinguish the firm include its single, non-customized model portfolio managed exclusively by the firm’s investment officer, a block-trading and client-authorization workflow that proceeds after an 80% client response threshold or a 24-hour window, and internal-only performance calculations that are not routinely distributed unless requested. The firm also directs all brokerage to one custodian, a practice that can limit execution flexibility compared with managers that shop orders among multiple brokers.
Client services
Expertise
Fee options
2% annually (charged monthly at 0.167% per month)
Account minimum: $5,000
Main office
Provo UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Strategia Investments · Strategia Investments LLC · Strategia Investments, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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