Strategic Asset Management

Strategic Asset Management serves individual investors across taxable, IRA, Roth IRA, 401(k) and education accounts, providing discretionary portfolio management and investment advice. The firm manages roughly $4.7 million for a small client base and administers accounts using custodial relationships chosen for client needs.

Investment decisions begin with fundamental screening of securities and sectors (balance sheet, cash flow, earnings, valuation) followed by a technical-analysis overlay to identify buy and sell points; positions are typically held for months to years unless market conditions warrant shorter holding periods. The firm uses individual stocks, mutual funds and ETFs in client portfolios and, after manager due diligence, may recommend private limited partnerships to accredited or sophisticated investors.

Notable features relative to peers include the firm’s willingness to include private limited partnerships for accredited clients and an option to hold “parked” non‑advised funds in short‑term U.S. Treasury bills without advisory fees. The brochure also describes operational practices intended to promote fairness—block trading to align execution prices and rotating order-entry among multiple custodians—and discloses that the sole principal holds a CFA charter and securities licenses while maintaining a separate real‑estate management interest.