A complete list of active advisors currently associated with Strategia Investments, LLC
Warmer can help you find a great advisor at Strategia Investments, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Strategia Investments, 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 |
|---|---|---|
Provo, UT
| 2
|
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