STRATEGIC FINANCIAL Overview
Strategic Financial Services Inc is an investment advisor that manages 903.3 MM dollars in regulatory AUM and has 26 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 140% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 140% of the manager's regulatory AUM.
STRATEGIC FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LRGF | 15.58% | Financials | 1.96% | -0.26% | 38 | 0% | ||
| SMLF | 14.42% | Financials | 0.49% | -0.5% | 50 | 0% | ||
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FEATURED IN
STRATEGIC FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alan R. Leist | Ceo | October-1988 |
| Judith Vicks Sweet | Chief Financial Officer | October-1988 |
| Alan R. Leist | Chief Investment Officer | January-2011 |
| Kasey J. Williams | Chief Compliance Officer | July-2011 |
STRATEGIC FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATEGIC FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Financial Planning
Strategic will conduct an initial consulting meeting with prospective financial planning customers. During the initial consultation the client an advisor of Strategic will discuss the client’s needs and desired goals of the financial planning process. Based upon that meeting and the determined desired financial plan, the client will be asked to provide (if applicable to the desired plan) the following information:
▪ Most recent income tax returns
▪ Copies of current estate documents
▪ List of assets, liabilities and cash flows
▪ Copies of current investment accounts and cost basis
7 | P a g e
FIRM DISCLOSURE BROCHURE March 15, 2015
▪ Copies of retirement accounts and estimated annual contributions
▪ Life insurance and disability insurance polic...
Unlock Full Investment Process Description
Financial Planning
Strategic will conduct an initial consulting meeting with prospective financial planning customers. During the initial consultation the client an advisor of Strategic will discuss the client’s needs and desired goals of the financial planning process. Based upon that meeting and the determined desired financial plan, the client will be asked to provide (if applicable to the desired plan) the following information:
▪ Most recent income tax returns
▪ Copies of current estate documents
▪ List of assets, liabilities and cash flows
▪ Copies of current investment accounts and cost basis
7 | P a g e
FIRM DISCLOSURE BROCHURE March 15, 2015
▪ Copies of retirement accounts and estimated annual contributions
▪ Life insurance and disability insurance polic...
Unlock Full Investment Process Description
STRATEGIC FINANCIAL Portfolio Concentration
STRATEGIC FINANCIAL Location
114 BUSINESS PARK DRIVE
UTICA, New York
UNITED STATES, 13502
UTICA, New York
UNITED STATES, 13502
STRATEGIC FINANCIAL Contact Information
Phone Number: (315)724-1776
Fax Number: (315)735-7739
Website: http://investstrategic.com/
Fax Number: (315)735-7739
Website: http://investstrategic.com/
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