Strategic Wealth Partners, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

Disciplined, discretionary portfolio design and management. Our principal concern in the pursuit of investment performance is the identification and mitigation of intrinsic investment risk. Individual security portfolios have as their prime objective, the preservation of client capital and the creation of multiple income streams. Portfolios are broadly diversified across carefully screened, non-correlated asset classes and individually benchmarked to achieve each client's optimal risk-adjusted return. Portfolio management is active and tactical, drawing on a large number of investment strategies and sophisticated analytical tools. These may include, among others-Long/Short strategies, establishing Protective Puts, Credit Spreads, Strangles, Zero-cost Collars, Covered Calls and Married Puts and Trailing Stops.

We expend a considerable effort to recognize significant patterns and identify useful trends-historical, cyclical, demographic, industry and sector-specific, or relative value-driven. Our goal is to position client portfolios on the right side of these trends to profit from them, or to assume a defensive posture with respect to them. We are proactive and patient as investors; we are opportunistic as traders. Overall, we use a mix of analytic methods including Technical analysis, Fundamental analysis, Macro-economic analysis, Market analysis and Behavioral analysis.

Our Professional Practice is guided by the highest, conflict-free, fiduciary standards. We are in a partnership with our clients: Partners in Protecting Your Capital.

Sign up for free to view info

Company overview Email format