A complete list of active advisors currently associated with Strong Investment Management, LLC

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

Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses and charitable organizations. The firm delivers ongoing portfolio monitoring and written plan recommendations while custody of client assets is maintained by third‑party custodians. The firm’s investment process relies on fundamental analysis and is tailored to each client’s stated goals, time horizon and documented risk tolerance via an investment policy or similar agreement. Account oversight includes daily review of equity holdings, monthly performance reviews, and financial plans that are completed and delivered on a defined timeline. Distinctive features include a small advisor team supporting roughly 400 client relationships and managing about $112 million in client assets, which can result in a relatively high client-to-advisor workload compared with some peers. Advisors also maintain insurance licenses and may offer third‑party insurance products (a practice disclosed as a potential conflict and limited in time commitment), the firm participates in an institutional custodian program that provides third‑party benefits, and the firm does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at Strong Investment Management, LLC, 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
Steven Carlson	Canton, OH	15
Jolie Howell	Canton, OH	1
Glen Strong	Canton, OH	28

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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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