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.*

STRATEON INTELLIGENT WEALTH'S
​INVESTMENT PHILOSOPHY

STRATEON INTELLIGENT WEALTH'S
INVESTMENT 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.

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.

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 SERVICE
EXPERIENCE

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 updates 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.

Start Your Journey to Financial Freedom Today!

Start Your Journey to
Financial Freedom Today!

Make sure you have the right plan for your future with 
Comprehensive Financial Planning.