Investment Management

What are your investment objectives?

Our Management Process

First, we understand your long-term goals, then we build a portfolio that can move you toward them.

We invest our time and energy into developing the right portfolio for your short-term objectives, long-term goals, and risk tolerance. Our approach is rooted in the belief that asset allocation is an important determinant of investment success over the long run. For this reason, we don’t view “market timing” as a viable strategy, and we rarely recommend individual stocks or bonds.

As a “manager of managers,” Strategic Wealth Partners offers access to investment strategies and fund managers that specialize within distinct segments of the market. And by managing these investment solutions, we develop diversified portfolios that help move people toward their long-term goals.

At each step of our advisory process, we tailor your portfolio to your goals, provide objective guidance, and manage volatility.

Portfolios Should Be Personalized

Every client we serve is unique, each with their own investment time horizons, objectives, resources, and tolerance for risk. When you partner with us, you’ll find a team that is focused on making sure that your investments align with your unique goals and objectives.

Your Best Interests Are Our Best Interests

Since opening our doors, we have acted as fiduciaries on behalf of our clients. We are a fee-only advisory firm, meaning that we are paid by clients directly and do not receive commissions or other financial incentives for the investment advisory services that we provide. This compensation model is critical to providing you with unbiased and objective advice. More simply put: We are aligned with you in all of our work.

Managing Volatility At Each Step

As a long-term investor, you will encounter periods of market unrest and periods of relative calm. We take a prudent approach to portfolio management, one which recognizes the value of asset allocation, diversification, and the use of alternative investments (when appropriate) to reduce volatility.

Our Focus

We build portfolios using third-party money managers across a range of vehicles, including …

  1. Mutual Funds

  2. Exchange-Traded Funds (ETFs)

  3. Separately Managed Accounts (SMAs)

  4. Interval Funds

  5. Hedge Funds

  6. Limited Partnerships

Learn more about our investment advisory services.