STRONG INVESTMENT MANAGEMENT, LLC

Overview

Strong Investment Management, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm operates under an owner-led structure and charges clients both percentage-of-AUM fees and fixed fees. Its client mix spans individual and family relationships as well as some institutional work. Investment activity shows a clear tilt toward pooled public vehicles—public funds and mutual funds make up the largest portion of assets under management—while the firm also incorporates alternative exposures, specifically commodities and oil & gas. The adviser does not identify as an active ESG investor. Portfolio decisions appear aimed at delivering diversified, professionally managed exposures through mutual funds and other pooled products, with selective use of alternatives and insurance wrappers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices