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 09/30/16. The fund's latest filing disclosed 504MM in positions, representing 56% of the manager's regulatory AUM.

STRATEGIC FINANCIAL StockAlpha

-2.4%
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 FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEFA 10.9% ETF -3.39% -0.61% 0 4%
IEMG 6.16% ETF -5.61% -0.49% 0 4%
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FEATURED IN
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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...
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STRATEGIC FINANCIAL Portfolio Concentration

STRATEGIC FINANCIAL Location

114 BUSINESS PARK DRIVE
UTICA, New York
UNITED STATES, 13502

STRATEGIC FINANCIAL Contact Information

Phone Number: (315)724-1776
Fax Number: (315)735-7739
Website:

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