Strategic Wealth Investment Group LLC is an investment advisory firm based in Michigan that provides wealth management and financial planning services to individuals and institutions. With over $500 million in assets under management, they employ fundamental and technical analysis to construct customized portfolios of stocks, bonds, ETFs and alternative assets. This article will provide a detailed review of Strategic Wealth Investment Group, analyzing their investment philosophy, fee structure, client reviews and overall reputation in the industry.
Their core investment approach focuses on broad diversification and risk management
Strategic Wealth emphasizes broad diversification across various asset classes as a key principle in their investment process. They utilize modern portfolio theory to construct optimal portfolios that maximize returns for a given level of risk. This includes allocating client assets to US and international stocks, investment-grade and high-yield bonds, real estate, commodities and hedge funds. Their goal is to reduce volatility and drawdowns while still providing growth over the long term.
Fees are typical for a full-service wealth management firm
Strategic Wealth charges an annual asset-based fee starting from 1% for portfolio management services. This covers the ongoing monitoring, rebalancing and reporting on client accounts. There are no commissions or loads on transactions. The fee schedule is fairly standard relative to other comprehensive advisory firms and wealth managers. Although fees reduce net returns, clients are paying for the firm’s professional expertise and fiduciary service.
Client reviews highlight their excellent customer service and communication
Analysis of online client testimonials shows Strategic Wealth scores very well for their customer service, transparency and communication. Many reviews describe the advisors as very knowledgeable, responsive and taking time to explain investment decisions. Although investment performance is inherently uncertain, clients say the firm has helped them meet their long-term financial goals. The few negative reviews involve clients seeking immediate growth or unrealistic expectations.
Overall, Strategic Wealth is a highly reputable firm for customized investment management
In summary, Strategic Wealth Investment Group is a leading wealth management firm that has built a strong reputation for their personalized portfolios, open communication and dedication to clients. While fees are moderately high, they are providing comprehensive services from financial planning to portfolio management and monitoring. For investors seeking professional investment guidance tailored to their specific needs and risk tolerance, Strategic Wealth is an excellent option.
Strategic Wealth Investment Group provides customized investment management focused on broad diversification and risk control. Their core approach utilizes strategic asset allocation and modern portfolio theory. Overall client feedback is very positive regarding their customer service, transparency and communication.