A complete list of active advisors currently associated with Strategy Asset Managers L.L.C.

Warmer can help you find a great advisor at Strategy Asset Managers L.L.C. or one who fits your needs even better.

Strategy Asset Managers is a nine-advisor investment advisory firm that manages approximately $930 million for a mix of individual and high-net-worth clients, institutional sponsors and pooled investment vehicles. The firm offers comprehensive portfolio management, standalone financial planning and retirement plan consulting, and provides model portfolios to unaffiliated managed-account program sponsors. Investment decisions are primarily discretionary and implemented across four defined equity strategies (Worldwide Equity, Worldwide Dividend Plus, Concentrated Growth and Market Oriented Core Equity) alongside fixed income, ETFs, mutual funds and ADRs. Research combines extensive third‑party sources and proprietary work, the firm periodically rebalances and reviews accounts at least quarterly, and it uses third‑party platforms (e.g., Pontera) to facilitate management of held‑away assets. Distinctive features include serving and sponsoring private pooled investment vehicles and acting as a private fund adviser, with the firm entitled to performance‑based compensation on those funds (a carried interest structure of up to 20% after investors recoup capital) and requiring qualified‑client standards for other performance fees. As a result of its fund activities the firm is deemed to have custody of fund assets and discloses procedures such as delivering audited financial statements to fund investors and providing model strategies to external program sponsors.

To learn more about the advisors currently working at Strategy Asset Managers L.L.C., 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.