Little Rock, AR Office

Strategic Advisory Services is an independent investment management firm that serves individual and high‑net‑worth clients as well as small businesses, estates, charitable organizations, and pension plans. It provides discretionary, fee‑based asset and investment management across mutual funds, ETFs, equities, fixed income, REITs and access to third‑party portfolio managers.

The firm typically implements portfolios on a discretionary basis and uses both fundamental and technical analysis, LPL Research support, and regular monitoring and rebalancing. It offers access to model portfolio programs (Model Wealth Portfolios) and a wrap‑fee Strategic Wealth Management program through LPL Financial and Schwab, and it may allocate assets to sub‑advisors or employ a covered‑call option strategy on approved equity positions.

Compared with many team firms, SAS emphasizes portfolio implementation and managed account programs rather than standalone financial planning services. The brochure also discloses that some investment adviser representatives are registered representatives and licensed insurance agents who may earn separate commission‑based compensation, and that the firm uses sub‑advisor relationships and custodial‑provided resources—features that shape its service model and potential conflicts of interest.