A complete list of active advisors currently associated with Strategic Income Advisors

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

Strategic Income Advisors provides discretionary investment management to individual clients and other financial professionals, generally onboarding accounts through prior relationships and referrals. The firm focuses on portfolio management using mutual funds and manages client assets within their chosen brokerage or retirement accounts without serving as custodian. The advisor implements a proprietary market-timing strategy that combines sentiment, trend, seasonal, and momentum signals to determine a daily position in the Nasdaq-100—long, inverse, or cash. Portfolios are implemented primarily with leveraged and inverse mutual funds, with relatively frequent trading and short holding periods, and the model is applied consistently across client accounts rather than tailored to individual restrictions. Noteworthy aspects include the explicit reliance on daily market timing and the ability to concentrate an account in a single mutual fund, rather than pursuing diversified, individualized security selection. The principal also conducts insurance agent activities and the firm discloses receipt of shareholder-servicing (12b-1) payments from a mutual fund provider it commonly uses, which the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at Strategic Income 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.