STRATEGIC ADVISORS Overview

Strategic Advisors Llc is an investment advisor that manages 237.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 178MM in positions, representing 75% of the manager's regulatory AUM.

STRATEGIC ADVISORS StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STRATEGIC ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.01% Tech -0.31% -0.06% 0 42%
JNJ 3.96% Health -5.39% -0.04% 0 34%
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FEATURED IN
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Wall Street Journal Logo
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STRATEGIC ADVISORS Founders and Key Employees

Name Title In Position Since
Lawrence E. May President, Managing Member/Chief Compliance Officer November-1999

STRATEGIC ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

STRATEGIC ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis and Investment Strategy




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In the development of investment plans for clients, including the recommendation of an appropriate asset allocation, SWMG relies on an analysis of the client’s financial objectives, current and estimated future resources, and tolerance for risk.

Investing in securities involves risk of loss of principal that clients should be prepared to bear. We do have the ability to purchase certificates of deposit and treasuries which do have certain FDIC insurance and/or U.S. government guarantees, respectively.

Our investment strategies include portfolios that are designed for income, income and growth, growth and aggressive growth. Our analysis to determine the purchase of securities for our clients includes our view of the markets and clients’ needs based on our years of experience, research either through the W...
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STRATEGIC ADVISORS Portfolio Concentration

STRATEGIC ADVISORS Location

250 WEST 57TH STREET
SUITE 2322
NEW YORK, New York
UNITED STATES, 10107

STRATEGIC ADVISORS Contact Information

Phone Number: 212-489-0100
Fax Number: 212-489-0174
Website:

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