Strategic Finance Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high‑net‑worth clients, including managed account programs and one‑time financial plans. The firm manages approximately $3.7 million across eight client accounts and also advises on held‑away assets such as annuities, real estate, and insurance policies.
Portfolios are tailored to client objectives using asset allocation and a proprietary three‑factor investment strategy that targets market (beta), value, and momentum exposures. Depending on client suitability and the managed account program, the firm’s strategies may include options and other derivatives and can involve leveraged allocations consistent with client risk profiles.
Noteworthy for a firm of its size, SFI discloses the potential use of borrowing and derivatives within separately managed accounts and maintains limited custody via standing letters of authorization for five clients totaling about $975,418. The firm also embeds consulting and one‑time financial planning within its advisory services and documents its use of third‑party service providers with artificial intelligence components as part of its operational controls.
Client services
Expertise
Fee options
$500 to $5,000 per consulting project, negotiated case-by-case
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $500,000
Main office
9123 SE St. Helens Street, Suite #165
Clackamas OR 97015
Advisors at this office
1
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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