Strategic Wealth Investment Group LLC is a leading investment management firm founded in 2009 and headquartered in Troy, Michigan. The company provides customized investment solutions to high net worth individuals, families, business owners, corporate executives, foundations and endowments. With an impressive 12-year track record, Strategic Wealth manages over $1 billion in assets and has established itself as a trusted partner committed to helping clients achieve their unique financial goals.
The core philosophy at Strategic Wealth Investment Group revolves around building highly customized portfolios tailored to each client’s specific needs and risk tolerance. The firm’s investment approach focuses on asset allocation, manager selection and ongoing portfolio monitoring. Strategic Wealth constructs globally diversified portfolios using individual stocks, bonds, ETFs, mutual funds, alternative investments and private equity. The team conducts rigorous due diligence to select high-quality, actively managed investments across multiple asset classes.
Strategic Wealth Investment Group Provides Personalized Services
One of the hallmarks of Strategic Wealth Investment Group is the personalized guidance and services provided to clients. Each client is assigned an investment advisor who takes the time to understand their financial situation, objectives and concerns. The advisors get to know the clients on a personal level and serve as a single point of contact for all investment needs. This level of customization enables Strategic Wealth to construct investment portfolios aligned with each client’s risk tolerance, income needs, tax considerations, estate planning and other unique circumstances. Ongoing communication and education ensure clients stay informed on market developments while having confidence their investments remain optimized over time.
Experienced Team Applying Proven Investment Process
Strategic Wealth Investment Group is led by seasoned professionals with decades of combined experience in portfolio management, financial planning and client service. The team follows a disciplined investment process centered around asset allocation, manager selection and rebalancing. Asset allocation determines the optimal mix of stocks, bonds and other asset classes tailored to the client’s objectives. The firm conducts extensive research to select high-quality investment managers with proven track records of outperformance. Continual portfolio monitoring and rebalancing maintains target asset allocations over time. This process provides risk management while allowing clients to capitalize on market opportunities.
Committed To Open Communication and Education
Education is a cornerstone of Strategic Wealth Investment Group’s client engagement model. The firm provides clients with continual resources to enhance financial literacy and understanding of investment markets. This includes market commentaries, webcasts, newsletters, seminars and one-on-one discussions. Clients have access to performance reporting that enables them to clearly evaluate results. Open communication fosters strong advisor-client relationships built on trust and transparency. Overall, Strategic Wealth Investment Group delivers an exceptional client experience focused on developing long-term partnerships to help clients achieve financial success.
In summary, Strategic Wealth Investment Group is a top investment management firm providing customized portfolios, experienced advisors and open communication to help clients reach their investment goals.