Strategies, LLC
Strategies Capital Management is a registered investment financial advisor and fiduciary advisor that has provided an array of wealth and asset management services since establishment in 1993. Independent and fee only since inception, Strategies Capital Management advises institutional clients, families and individuals, as well as provides back office solutions and investments to advisors. Whether you’re an individual, family, endowment/foundation, business, or other institutional investor, your Strategy is to find, formulate, and develop a process that – if followed faithfully – will increase the likelihood of your long-term success. Discretionary asset management, retirement plan consulting, risk management and cost analysis are all parts of the Strategy.
Strategies Capital Management (SCM) provides retirement plan, investment consulting, and asset management services for individuals, institutions and financial intermediaries. From day one in 1993, we have operated as a fiduciary advisor and fee-for-service firm. That complete independence allows us to operate in your best interest, avoiding the conflicts of interest inherent to taking revenue from other sources such as investment or insurance providers. At SCM, we have seasoned, specialized expertise in the institutional aspects of plan and investment consulting and an established track record of skilled asset management. That rare combination of knowledge and experience is applied to guiding clientele in all economic, market, and regulatory environments. Investment Philosophy SCM’s philosophy is rooted in financial academia, including modern portfolio theory, and based on such fundamental principles as the efficient market hypothesis and asset & factor allocation as the key determinants of portfolio risk and return. In accordance with these principles, we construct portfolios to support the following: Enhanced diversification from a dynamic core & satellite allocation Low cost, non-proprietary, manager of managers High absolute and risk-adjusted returns Broad asset class & factor and limited manager exposure Our approach and process is built using true institutional money management, with a commitment to low costs and a best of breed approach. Founded on the strength of decades of direct experience with the capital markets, our portfolios are designed to perform in all environments. We are an institutional firm that manages assets based on a proven philosophy and sound processes. A money manager whose philosophy is suited for serious investors who are looking for stewards of their capital. Customized Solutions and Comprehensive Service Individuals Wealth management Integrated tax and legal strategies Estate and financial planning Organizations Asset management Retirement and pension plan consulting Employee education and advice Financial Advisors Separate accounts and managed portfolios ERISA expertise Collective Trust Funds Experienced, Fiduciary Advisor with the Highest Standard of Care Experienced: 1993 Inception Independent: No affiliation with any financial service firm or conflicts of interest Fee for Service: We are solely compensated by clientele Fiduciary Advisor: Highest standard of care Independent, Fee-Only Investment Fiduciary Advisor When you open an account with Strategies, we will act as your fiduciary advisor, providing you with the highest standard of care. As a fee for service company, we are compensated only by you. Additionally, we are independent and are not biased to any fund companies or other investment firms. This means we will never push product or have a hidden agenda. Instead, we always have your financial goals in mind. Our Service Strategy At Strategies, we take a vested interest in each of our client’s investment portfolios. Again, YOU are our focus. Our relationship managers will take a hands on approach in order to understand your needs and walk you through every step of the process. We intentionally limit the number of clients that we take on to ensure that we can provide you with the level of service that we expect and that you deserve. What Do We Do? Simply put, we provide investment and plan consulting for individuals, institutions and financial advisors. Individuals For our individual investors, we spend the time needed to fully understand your financial goals. Whether you are looking for wealth management, integrated tax / legal strategies, estate planning or philanthropy, we will create a strategy to plan and protect your future. Institutions For our institutional clients, we provide retirement plan services that include plan and investment consulting and asset management for traditional plan sponsors, foundations, endowments and other institutional entities. We will act as a fiduciary advisor on the plan, meaning that we will provide guidance and direction with you and your participant’s best interests in mind, not the interests of outside consultants or fund companies. Additionally, we will provide both education AND advice for your plan participants. While other financial advisors may make general suggestions on how to invest, our team takes it one step further and will provide actual financial advice to your participants so that they can reach their financial goals. Financial Advisors For our financial advisors, we take the leg work out of providing retirement plans. We will provide you with proven investment solutions to offer your clients. Also, our experienced staff will assist you with the back office services required to offer the highest quality service for your client base.
Address: 1525 Raleigh Street, Suite 200, Denver, CO 80204, USA
Phone: +1 303 926 9600
FAX:
