Model Managmeent

Through feedback from our partners we have invested in developing various investment models.  These models are designed for the Financial Advisor and/or team that is accustomed to “out-sourcing “money management functions.

Through feedback from our partners we have invested in developing various investment models.  These models are designed for the Financial Advisor and/or team that is accustomed to “out-sourcing “money management functions.  We have an investment committee with over 75 years of combined industry experience and run by a CFA (Certified Financial Analyst), who’s only job is to run our propriety models.  This committee has and will continue to add “turn-Key” investment modeling for you, the advisor to utilize through SWG.

We have a variety of strategy models from aggressive to conservative, with both active and passive strategies.  These models consist of mutual funds, stocks, bonds and ETF’s.

Every position within each model is analyzed through our propriety review process and compared to its respective peer group quarterly. Our positions are reviewed weekly at our investment committee meetings and notes and/or comments are uploaded under our partner login section for all partner Advisors to review.

 

 

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Wealth Group RIA, a registered investment advisor. Strategic Wealth Group RIA is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, IL, IA, MI, MN, MO, NE, ND, PA, SC, TX, WA and WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Additional information about Strategic Wealth Group and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for Strategic Wealth Group, Registered Investment Advisor or by our CRD number 284430. Registration as an investment advisor does not imply a certain level of skill or training.

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