Strategic Investment Advisors Inc

Investment Services | Financial Planners

Description

Like many investors, you’ve probably experienced huge losses over the last year. You may be invested in the market, or like many people, you’re in cash looking for a way to get back into the stock market. Is the fear of being blind-sided by another steep correction in the stock market keeping you on the sidelines?

At Strategic Group we are caring financial advisors with an expertise in active investment management. We offer high-quality advice and valuable insight into the world of finance.

Our services include:
• Retirement planning
• Cash flow projections
• Estate and legacy planning
• Tax advantaged investing
• Income strategies
• Advice on establishing trusts
• Perform trust administration

Our focus is managing risk, or what we like to describe as the “sleep-at-night” factor. We listen to our clients, guide them with thoughtful and caring advice, and implement a sophisticated, actively managed investment strategy to help them reach their goals.

We utilize fundamental analysis, technical analysis and trend following techniques to provide intense risk management with an exit strategy and the flexibility to fit each individual client’s investment objective. In addition to portfolio/asset management, we offer financial planning services.

Financial Planners

Service Estate Planning Financial Planning Tax Planning Investment Management Retirement Planning Investment Planning

Type Fee-Based

Investment Services

Investment Stocks and Bonds Commodities Put and Call Commodities Futures Annuities Mutual Funds Money Market Funds Retirement Accounts

Service Investment Advisory Service

General

Convenience Open 24 Hours Open Late Open Early Products 401(k)s 403(b)s 457 Plans Asset Management Employee Benefits Inheritance Plans Investment Advice Investments Life Insurance Money Market Accounts Mutual Funds Pensions Portfolio Management Profit Sharing Plans Stocks Target Benefit Plans Trusts Life Settlements Details Number of Employees: 4 Number of Locations: 1 Service Options: Consultations

Assurances Licensed Registered Insured References Available Locally Owned Services Accounting Asset Allocation Consultations Divorce Financial Analysis Liquidations Portfolio Management Retirement Planning Risk Management Rollovers Stocks Tax Planning Bonds Investment Planning Mutual Funds Tax Efficient Investing

Hours

Monday	8:00 a.m. - 5:00 p.m.
Tuesday	8:00 a.m. - 5:00 p.m.
Wednesday	8:00 a.m. - 5:00 p.m.
Thursday	8:00 a.m. - 5:00 p.m.
Friday	8:00 a.m. - 5:00 p.m.
Saturday	closed
Sunday	closed

Service Area

Serving: Portland OR, Portland Vancouver OR (Metro)

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This Business Can Be Found In

OR > Portland > Investment Services: Stocks and Bonds, Commodities, Put and Call, Commodities Futures, ...
OR > Portland > Financial Planners: Estate Planning, Financial Planning, Tax Planning, Investment Management, ...
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