Strategic Investment Advisors is an investment advisory firm that provides customized investment management services to high net worth individuals and institutions. With over $1 billion in assets under management, it has built a reputation for its value-oriented investment philosophy and rigorous research process. This article takes a closer look at Strategic Investment Advisors by reviewing its investment approach, fee structure, account minimums, and client reviews.
Value-Focused Investment Philosophy Emphasizing Downside Protection
Strategic Investment Advisors adheres to a value-oriented investment philosophy that prioritizes downside protection. Its investment process aims to identify high-quality companies trading at a discount to intrinsic value. Key traits it looks for include strong free cash flow, consistent earnings growth, shareholder-friendly management, and sustainable competitive advantages. This emphasis on margin of safety helps manage risk in portfolios. Strategic constructs concentrated, long-term oriented portfolios of 20-25 stocks on average.
Customized Portfolios and Solutions for Each Client’s Needs
As an independent RIA, Strategic Investment Advisors provides customized investment management services tailored to each client’s specific needs and risk tolerance. It focuses on preserving and growing clients’ capital through personalized asset allocation, tax-efficient strategies, and risk management. For larger institutional clients, Strategic can also construct and manage customized investment mandates benchmarked to specific objectives.
Reasonable Fee Structure with $2 Million Account Minimum
Strategic Investment Advisors charges an annual asset-based fee starting from 1.25% for equity portfolios, with discounts available at higher asset levels. There is a minimum account size of $2 million, which is reasonable for a firm catering to high net worth investors. Strategic does not charge any performance-based fees. Its fee structure is very competitive relative to other elite RIAs managing similar value-oriented stock portfolios.
Mostly Positive Reviews from Investors
Strategic Investment Advisors receives strong reviews from many investors highlighting its experienced team, customized services, long-term approach, and reasonable fees. Some clients note the high account minimum but find the investment strategy and risk management provide strong justification. Criticisms occasionally cite periods of portfolio underperformance. But overall, Strategic earns very positive reviews for protecting capital in down markets while generating attractive long-term returns.
In summary, Strategic Investment Advisors is an elite RIA with a prudent value-oriented investment philosophy centered on downside protection. It provides customized investment solutions for high net worth investors and institutions. While not cheap, its fee structure is reasonable for the personalized services and expertise offered. Strategic receives mostly excellent client reviews and remains a premier choice for value investors.