Investment Management
At Strategic Wealth Partners, all aspects of your financial well-being are integrated into one comprehensive plan. Through our collaborative process, we’ll provide you with solutions that address your key financial challenges.
The Strategic Advantage
- Fiduciary Duty
As a Registered Investment Advisor, we are held to a fiduciary standard – meaning that we are required to always act in your best interests. As an independent, fee-based firm, we have no hidden agenda and our advice is unbiased and conflict-free.
- Open Architecture
We’re not limited to providing you with our “proprietary” products. Instead, we’re able to construct your portfolio from the full universe of investment options.
- Best-in-Class Research
Our team has identified the most credible and prestigious research firms – hedge funds, economics firms, investment advisors – to assist us with top-down and bottom-up analysis.
- Monthly Investment Committee Meeting
Our investment committee convenes monthly to analyze our best-in-class market research, discuss the trends that are formulating in the current macroeconomic environment, and determine the best ways to help you benefit from this insight.
Our Wealthalyze tool is a great first step in figuring out where you stand financially. If you aren’t 100% confident in your investment strategy, take a few minutes to see if there might be some room for improvement.