El Cajon, CA Office

Strategy Asset Managers serves a mix of individual, high‑net‑worth, ultra‑high‑net‑worth and institutional clients, providing comprehensive portfolio management, financial planning, retirement plan consulting and institutional investment management. The firm also offers a Strategy Family Office product for ultra‑high‑net‑worth families and coordinates estate‑planning services through an external provider.

Its investment program combines bottom‑up fundamental equity selection, dividend‑oriented and concentrated growth strategies with a quantitative market‑oriented core approach, and it uses ETFs, mutual funds, fixed income, alternative investments and third‑party managers as appropriate. Accounts are generally managed on a discretionary basis with periodic rebalancing and monitoring, and the firm also makes use of third‑party platforms to advise on held‑away assets and provides model portfolios to unaffiliated program sponsors.

What distinguishes the firm from many peers is its role as adviser and manager to private pooled investment vehicles and its involvement as a fund sponsor, including disclosed consulting services to portfolio companies connected to one of its funds and attendant conflict disclosures. The brochure also highlights that the firm may enter performance‑based fee arrangements for qualified clients and provides family office services limited to very large relationships, with audited reporting and other fund‑level governance described.