Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Strategic Wealth Partners Joins AIM High – May 2015

Strategic Wealth Partners joins AIM High as a corporate sponsor and mentor. Facilitated by the Center for Companies that Care, AIM High is a ground-breaking student mentoring initiative that strives to send 100% of participating students to 4-year universities, and equip them with the skills needed to succeed in tomorrow’s workplace.

As corporate mentor, Strategic Wealth Partners will form long-term relationships with their mentees and together participate in activities that support: goal setting and leadership, academic success, college readiness, career development, cultural exposure, and community service.

Much more-than-mentoring program, AIM High has sent 100% of participating students to college for six consecutive years. Strategic Wealth Partners is grateful to be a part of an initiative that not only supports higher education and career development, but that also provides young Chicagoans with the means to better themselves.

Companies that Care in the news:

Investments
Making It Through Volatile Markets
Yesterday’s news about new worldwide tariffs and the resulting impact on financial markets is going to scare a lot of people. Whether you are someone who looks at your portfolio every day, checks periodically, or hardly ever looks at all, it would not be unusual to have some sort of impulse to take action with your portfolio. The most drastic would be to “go to cash,” presumably re-entering the market “when things get better.” The issue is always that it will never feel like a good time to get back in. Think back to March 23, 2020…everyone was locked down in their homes, and the impact of COVID had only just begun. Yet despite the fact that people were still wearing masks and maintaining other COVID-related precautions a year + later, that day in March 2020 turned out to be a generational buying opportunity for stocks.
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