INVESTMENT MANAGEMENT
Strateon Intelligent Wealth can handle the
Investment Management so you don't have to
by Developing, Investing in, and Monitoring
Personalized Portfolios based on Your Goals
Strateon Intelligent Wealth
can handle the
Investment Management
so you don't have to by
Developing, Investing in,
and Monitoring
Personalized Portfolios
based on Your Goals
THE STRATEON INTELLIGENT WEALTH APPROACH
Personalized Portfolios
Your portfolio is customized for your goals, values, risk tolerance, and personal preferences.
No Asset Minimums
Whether you've just made your first $100 contribution to your retirement account, or even if you still need to open your account, Strateon Intelligent Wealth is happy to help you.
No Requirement to Move Accounts
You to keep certain accounts, such as employer-sponsored retirement accounts (i.e. 401(k)), where they are.
Digital Assets
As a Certified Digital Asset Advisor (CDAA) and Certified Blockchain & Digital Assets Advisor (CBDA), Strateon Intelligent Wealth has the expertise to help you invest in the newest asset class if it's the right investment for you.*
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
STRATEON INTELLIGENT WEALTH'SINVESTMENT PHILOSOPHY
STRATEON INTELLIGENT WEALTH'SINVESTMENT PHILOSOPHY
Strateon Intelligent Wealth's investment philosophy takes on a long-term strategic approach to investing while reducing expenses (fees and taxes) using low cost, superior risk-adjusted returns, and globally diversified investments.
Strateon Intelligent Wealth's investment philosophy takes on a long-term strategic approach to investing while reducing expenses (fees and taxes) using low cost, superior risk-adjusted returns, and globally diversified investments.
Tax-Efficient Portfolios
Tax-efficient portfolios help maximize your returns by minimizing tax liabilities, ensuring more of your investment gains contribute to your financial goals.
Lower-Cost Investments
Lower-cost investments, such as ETFs, provide cost savings that can enhance your overall investment returns by minimizing fees and expenses.
Risk-Adjusted Portfolios
Superior risk-adjusted portfolios optimize the balance between risk and return, ensuring you achieve your financial goals with greater stability and confidence.
Diversification
To better control the risk of your portfolio, your investments should be diversified across different industries and across the globe.
Goals-Based Strategic Approach
Your personalized portfolio is constructed with investment allocations that are designed with the intention to achieve your goals.
Buy-and-Hold
A buy-and-hold strategy is superior because it minimizes transaction costs and market timing risks while leveraging long-term market growth for steady wealth accumulation.
Value Investing
Value investing offers the advantage of buying undervalued stocks with strong fundamentals, providing potential for larger returns as the market corrects their prices over time.
Core-Satellite
Combine stability with growth potential by balancing a diversified core of low-cost, long-term investments with higher-risk satellite investments aimed at boosting returns.
Rebalancing
Portfolio rebalancing helps maintain your desired asset allocation, reducing risk and enhancing long-term returns by keeping your investments aligned with your financial goals.
Stocks vs Other Investments
Investing in equities (stocks) offers the potential for higher returns and growth compared to bonds or real estate, making them essential for long-term wealth accumulation.
Bitcoin, Crypto,& Digital Assets
Investing in digital assets offers the potential for high returns, portfolio diversification, and exposure to innovative financial technologies and decentralized markets.*
THE CLIENT SERVICE EXPERIENCE
THE CLIENT SERVICEEXPERIENCE
Personal Investment Portal
Your own investment portal to view all account holdings with 24/7 secure access to portfolio information via the web or mobile app.
Assistance with Accounts
In addition to monitoring and placing trades, Strateon Intelligent Wealth is here to help with new account openings, transfers, rollovers, and account maintenance.
Unlimited Phone & Email Support
You're free to call, email, or schedule a meeting to discuss any questions, concerns, or curiosities you may have.
Quarterly Updates
You’ll receive quarterly statements and performance reports for your investment accounts so you're aware of what's happening with your investments.
Weekly Newsletter
You'll receive Strateon Intelligent Wealth's weekly newsletters with updated about the markets, any news you should be aware of, and so you know Strateon Intelligent Wealth is on top of things.
Education & Instruction
Strateon Intelligent Wealth makes sure you understand what's happening with your money, how your money is being invested, and why, so you can sleep easy at night.
2 WAYS TO GET STARTED
Let's Meet First
Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.
Get Started Immediately
Start Your Journey to Financial Freedom Today!
Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.
Make sure you have the right plan for your future with
Comprehensive Financial Planning.
Make sure you have the right plan for your future with
Comprehensive Financial Planning.
Comprehensive Financial Planning.
