Individual Investors

Strong Investment Management has always had just one focus: to help our clients achieve their long-term investment objectives. Central to our mission is to provide highly personalized service, while leveraging our extensive research resources, experience, and talents.

Accounts managed by Strong are held in custody at either stock brokerage firms or at bank trust departments. Strong does not hold custody of client assets. There is no cost to open an account, and we require only a $250,000 minimum to get started. Our fees are billed quarterly based on assets under management, so our success is tied to your account's success. Strong collects No Commissions for any transactions made in your account.

We strive to keep a low profile and maintain very high standards of investment performance and exceptional service. This is particularly important for wealthy investors who require private, confidential, and personalized investment management services. Our clients enjoy the benefit of having direct access to the decision maker involved in their investments.

Strong's Investment Strategy

  • Focus On Quality. We Strive To Find The Right Investments For Each Client, Based On Their Tolerance For Risk.
  • Analyze Each Investment For Consideration And Establish A Fair Value For It.
  • Build Investment Positions Incrementally To Capitalize On Our Successes.
  • Divest In Stages As Price Targets Are Realized.
  • Work Toward Protecting Assets During Periods Of Adversity.
  • Create A Dynamic Allocation Of Dividend, Growth, and Income-Producing Investments & Cash, Depending On The Client’s Objectives.
  • Continuously Monitor Each Investment.

High to Low Risk Investments

Before We Invest Your Assets, We Invest In You

Your Portfolio Manager focuses their attention on your investment goals, and works with you on an investment strategy we agree is appropriate; depending on our view of market conditions and your tolerance for risk. Our mission is simply to help you achieve your financial goals in a consistent manner, regardless of market conditions. We will work closely with you to understand your unique situation and create an investment plan that seeks to help you achieve them. This provides consistent, high-quality, and individualized attention to your needs. We want you to have peace of mind knowing your portfolio is being managed on a daily basis.

Strong's staff is committed to taking whatever time is necessary to assist you, including working with your other key advisors — accountants, trust administrators, custodians, and other family members — to address the complex issues inherent in a comprehensive wealth management plan.

Strong consistently evaluates current holdings to determine whether they are presently meeting our objectives. We maintain a constant awareness of changes in economic conditions such as interest rates, economic sectors, shifts toward or away from equities and fixed-income instruments, and developing opportunities for investments.

There’s No Obligation

We welcome the opportunity to answer your questions about our services; meet with our experienced senior investment manager, and review our attractive fee structure. We invite you to contact us to request further information, or to schedule a confidential meeting with our Portfolio Manager.

Call us now for your confidential, personal meeting. We look forward to talking with you.

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