Institutional Investors

Strong's Senior Portfolio Manager is available to manage institutional investment accounts. Strong's goal is to successfully manage the needs of:

  • Retirement Trusts
  • Corporate Assets
  • Charitable Remainder Trusts
  • Insurance Company Assets
  • Endowments
  • Pension Plans
  • 401/k Plans

Investment Strategy:

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

Our Senior Portfolio Manager maintains a constant awareness of changes in economic conditions such as interest rates, shifts toward or away from equities and fixed-income, and developing opportunities for investments. We strive to invest in quality companies with proven management and a catalyst of earnings growth.

  • Analyze Each Investment For Consideration And Establish A Fair Value For It.
  • Take Advantage Of Global Investment Opportunities When Appropriate.
  • Build Investment Positions Incrementally to Capitalize On Our Successes.
  • Divest In Stages As Price Targets Are Realized.
  • Strategize To Protect Assets During Periods Of Adversity.
  • Create A Dynamic Allocation Of Equities, Fixed-Income Investments, & Cash; Depending On The Client’s Objectives.
  • Continuously Monitor Each Investment’s Fundamentals And Technical Movements

Before We Invest Your Assets, We Invest Our Time

Each client at Strong has their own goals & investment objectives. Our clients have direct access to their investment manager, who will work closely with you to understand the unique financial goals of your organization; and create an investment plan that seeks to help you achieve them. This provides consistent, high-quality, and personalized attention to your needs.

Your Portfolio Manager is committed to taking whatever time is necessary to assist your organization, including working with your other key advisors — accountants, administrators, and custodians — to address the complex issues inherent in a comprehensive wealth management plan.

No Obligation

We welcome the opportunity to have your questions answered by our Senior Portfolio Manager. Simply contact us to request further information, or to schedule a confidential meeting.

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

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