Whether you've received an inheritance, reaped a windfall from an asset sale, or simply want to ensure that your investments are on track to help you reach your goals, StratFI's portfolio consulting can be a valuable service.
With a one-time portfolio consultation, you receive independent, unbiased advice on your investments, along with a set of recommendations that you can implement on your own.
Our expertise extends to retirement plans such as IRAs, 401(k)'s and 403(b)'s. We analyze all of the available investment options and create the most appropriate asset allocation for each client.
It's All About You
StratFI is a fee-only fiduciary firm. In plain English, we're set up to avoid conflicts of interest and put clients' needs first, both on a day-to-day basis and over the long term. That is reflected in our portfolio reviews, which are conducted with a single purpose: to help you succeed. Period.