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 03/31/21. The fund's latest filing disclosed 345MM in positions, representing 145% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 345MM in positions, representing 145% of the manager's regulatory AUM.
STRATEGIC ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.72% | Tech | 19.61% | 0.27% | 0 | 0% | ||
| SCHB | 7.46% | ETF | 10.09% | -0.09% | 0 | 0% | ||
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FEATURED IN
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
9
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...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategy
9
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...
Unlock Full Investment Process Description
STRATEGIC ADVISORS Portfolio Concentration
STRATEGIC ADVISORS Location
250 WEST 57TH STREET
SUITE 2322
NEW YORK, New York
UNITED STATES, 10107
SUITE 2322
NEW YORK, New York
UNITED STATES, 10107
STRATEGIC ADVISORS Contact Information
Phone Number: 212-489-0100
Fax Number: 212-489-0174
Website: https://www.swmgrp.com
Fax Number: 212-489-0174
Website: https://www.swmgrp.com
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