A complete list of active advisors currently associated with Strategic Investment Management

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

Strategic Investment Management provides discretionary portfolio management and financial advice to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, and corporations. In addition to active asset management, the firm advises clients on mortgages, real estate, insurance, tax and estate planning, retirement consulting and education. The firm uses a fundamentally driven, active investment approach that emphasizes long‑term purchases while permitting shorter‑term trades when market or client circumstances warrant; investment programs are tailored to each client’s risk tolerance, time horizon and goals through conversations and questionnaires. SIM typically manages assets on a discretionary basis under a limited power of attorney, making hands‑on trading decisions within the investment products and restrictions available to clients. SIM is affiliated with other SEC‑registered advisers and retirement‑plan advisers—Richard P. Slaughter Associates, Inc. (RPSAI) and RPS Retirement Plan Advisors—where those affiliates provide office and operational support and offer retirement‑plan consulting for employer‑sponsored plans; the brochure discloses a referral and fee‑sharing arrangement between the firms. The firm also maintains an online presence and highlights retirement education and consulting alongside its portfolio management services, extending resources and referral pathways that are less common among similarly sized, single‑advisor firms.

To learn more about the advisors currently working at Strategic Investment Management, 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
Roger Brooks	Austin, TX	22
Brooks Slaughter	Austin, TX	33

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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