A complete list of active advisors currently associated with Strategic International
Warmer can help you find a great advisor at Strategic International or one who fits your needs even better.
Strategic International provides automated, discretionary portfolio management through an interactive website to a mix of individual and institutional clients, including qualified investors, charitable organizations, foundations, endowments, trusts, corporations, nonprofits and other investment advisers. The firm serves clients online across domestic and foreign jurisdictions and discloses a significant non‑U.S. client base, which is uncommon among independent advisers. The firm’s investment process is quantitative and grounded in Modern Portfolio Theory, using a written risk‑tolerance assessment based on Prospect Theory and behavioral economics to tailor allocations. Portfolio construction is automated: the firm gathers end‑of‑day price data (via web scraping), calculates asset betas and expected returns, evaluates portfolios by a utility score, and rebalances monthly on a discretionary basis with trade execution sent through Interactive Brokers’ API. What is distinctive is the firm’s internet‑centric, algorithmic operating model — an online advisory service that requires clients to use a broker API for execution, a setup relatively rare for independent advisers. Combined with an explicit global orientation (selection of a broker‑dealer with broad international access) and a stock‑only investment universe implemented by automated processes, the firm presents a compact, technology‑driven alternative to more traditional advisory practices.
To learn more about the advisors currently working at Strategic International, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bentleyville, OH
| 11
|
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