Strategy Financial Group

Overview

Strategy Financial Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm targets individual and family clients and operates as a capital allocator: it builds portfolios with a primary tilt toward equities while selecting third-party managers for specialty exposures. Services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, regular publications, and educational seminars and workshops. Fee arrangements combine a percentage of assets under management with hourly billing. The firm has an insurance company affiliation and does not position itself as an active ESG investor, a pension consultant, or a multi-state adviser.

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Public Holdings

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Location & Offices