A complete list of active advisors currently associated with Strategic Asset Management Group Advisors

Warmer can help you find a great advisor at Strategic Asset Management Group Advisors or one who fits your needs even better.

Strategic Asset Management Group Advisors is a registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, with a substantial proportion of its business focused on high‑net‑worth households; it reports roughly $416 million in assets under management across about 124 client relationships. The firm offers a firm‑sponsored wrap‑fee program, selection and monitoring of third‑party advisers, and both discretionary and non‑discretionary portfolio management tailored to individual investment objectives. In the wrap‑fee program—administered through Lincoln Investment with custody at Pershing, LLC—SAMGA assists clients in developing an investment policy statement, selecting a portfolio manager or third‑party adviser, and coordinating account opening, reporting, and ongoing review; the selected portfolio manager typically manages accounts on a discretionary basis. The firm employs a blend of methods, including fundamental, technical, and cyclical analysis, and reviews TPA performance and client circumstances periodically while providing advice on matters such as IRA rollovers under fiduciary standards. What is distinctive about the firm relative to peers is its role as a wrap‑fee program sponsor—a structure relatively uncommon among supported firms—and its operational ties to Lincoln Investment and Pershing, which shape custody, execution, and reporting arrangements. The firm also discloses fee‑sharing and referral relationships with third‑party managers, the potential for affiliated representatives to earn commission income in non‑advisory capacities, and practices intended to address conflicts (for example, refunding 12b‑1 fees to client accounts); combined with three advisers managing a large AUM base, these factors inform its governance and client‑service model.

To learn more about the advisors currently working at Strategic Asset Management Group Advisors, 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.