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Strategic Wealth Management, Inc.

Strategic Wealth Management, Inc.

Investment Management Firms

Description

Strategic Wealth Management, Inc. provides investment advisory and/or investment management consulting services to institutional and private investors. It offers institutional consulting services, such as fiduciary education; assistance in identification of portfolio goals, risk and return objectives, and constraints; asset allocation modeling and portfolio design strategies; portfolio re-balancing and re-allocation; written investment policy statements; and search and selection for custody and trading. The companys institutional consulting services also comprise assistance with portfolio custody and implementation; money manager/mutual fund search and selection; manager, fund and portfolio monitoring, measurement, and reporting; geopolitical and capital market review and recommendations; and facilitation of fiduciary review and decision making. Strategic Wealth Management, Inc. offers its institutional consulting services to businesses and corporations, charitable trusts, foundations and endowments, Native American tribes, nonprofit organizations, and retirement plans. In addition, the company offers private wealth management portfolio services, including identification and understanding of client goals and objectives; education on the capital markets and appropriate investment vehicles; portfolio review and risk assessment; development of portfolio strategies; tax efficient portfolio strategies; asset allocation modeling; investment policy development; manager/fund/security research, evaluation, and selection; custody, trading, and portfolio implementation; portfolio monitoring, measurement, reporting, and re-balancing; and geopolitical and capital market education, review, and recommendations. Further, Strategic Wealth Management, Inc. provides private wealth planning services. The company was founded in 1988 and is based in Kirkland, Washington.

Corporate Address

550 Kirkland Way Suite 200 Kirkland, WA98033 United States of America

United States of America

425-250-7600

Tags:

Investment Research, Client Research, Corporate Research, Consulting Research, Company Research Services, Research Advisory, Institutional Research, Research Reports, Market Research and Consulting, Business Research, Management Research, Management Consulting and Research, Securities Research, Market Research, Strategy Research

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