“What is Strategic Advisory Services, L.L.C.’s investment philosophy?”

  • What is “Strategic?” A comprehensive plan to achieve desired goals, using available means, at acceptable risk.
  • Our firm’s philosophy is to be long-term investors; and therefore, we believe that frequent trading does not benefit our clients. We continuously monitor your investments. Rebalancing is done to keep your portfolio aligned with your financial goals and risk tolerance.
  • Many other investment firms focus on "returns." We focus on downside risk in addition to returns; we know our portfolios are positioned to glean strong returns if the market performs positively. Our portfolios are designed for steady growth over time; therefore, our clients should not experience the ultra-highs or ultra-lows of the market. This helps give them peace of mind. We want to help clients sleep better, through asset allocation, when the inevitable bear market occurs.