A complete list of active advisors currently associated with Strategic Investment Advisors, Ltd.

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

Strategic Investment Advisors, Ltd. is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm also delivers employee benefit retirement plan services, participant education, and consulting for pension and profit‑sharing plans. The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation, emphasizing diversified, passively managed asset‑class mutual funds (including frequent use of Dimensional Fund Advisors funds) and written investment policy statements. Strategic uses Monte Carlo analysis to inform asset allocation, employs model portfolios, and relies on a sub‑adviser relationship with Focus Partners Advisor Solutions for certain model allocations and third‑party fixed‑income management while retaining discretion over rebalancing and client‑specific restrictions. Compared with typical solo independent advisers, Strategic manages roughly $76 million for about 301 clients, a notably high client count per advisor, and it maintains relationships with institutional and charitable plan clients—including pension consulting and participant education—that are less common for firms of this size. The brochure also discloses an affiliation with a certified public accounting firm and the use of third‑party platforms (including Schwab and Focus Partners) to support back‑office, reporting, and sub‑advisory services, enabling the firm to coordinate advisory and accounting-related services for clients.

To learn more about the advisors currently working at Strategic Investment Advisors, Ltd., 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.