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

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

Strategic Asset Management LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, and business entities. The firm operates a ten‑advisor team and manages roughly $218 million in discretionary assets, and it offers ongoing monitoring and client reporting consistent with typical team advisory practices. The firm’s investment process combines fundamental, quantitative and technical analysis and generally emphasizes long‑term strategies while using shorter‑term tactics as market conditions warrant; SAM typically manages accounts on a discretionary basis and may engage independent third‑party money managers for some accounts. SAM uses Orion for data reconciliation and performance reporting and requires clients to custody assets at its selected custodians, with quarterly reporting and periodic account reviews. What is distinctive about SAM relative to many peers is its multi‑office footprint — the brochure discloses five offices — and that some investment adviser representatives also act as registered representatives and licensed insurance agents. Those dual roles mean advisors may recommend and receive commissions or 12b‑1 trail fees from insurance and brokerage products and the firm also discloses affiliated tax‑service referrals and use of institutional services from its primary custodian.

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