History About Strong Investment Management
Strong Investment Management is a multi-generational organization of recognized professionals with decades of experience. The firm focuses on working with affluent families, foundations, trusts, and employee benefit plans. Accounts are custom managed by seasoned Portfolio Managers providing sound investment and wealth management, always placing the best interests of the client first.
Investment Management Is A Way Of Life
“A perfect balance of both art and science defines successful investment management, says Joseph Bronson, the firm's President & Chief Investment Officer. “Economics, the stock market, and the relationship of money and responsibility were part of my family life growing up. In addition to the Team having extensive formal education, experience, and training, Bronson believes his life experience has added significantly to their client's results. His many years of working along-side a veteran investment manager has given him the ability to make prudent investment decisions.
Bronson points out the firm was started after L.W. Engebretson, one of the company's founding portfolio managers, successfully managed investment portfolios for decades, and was Bronson's most influential mentor. We are continuing the legacy and sound investment philosophies that have proven successful for over forty years. “Many firms have a goal to build up their company and have average investment results, points out Bronson. In our case, we have learned from our clients they prefer to have a firm who is truly interested in their goals, risk tolerance, and achieving above-average results, in all market conditions. Strong's recent verified results show their Focus Growth portfolios have clearly outperformed their peers; having a five-year net total return through 2009 that is almost four times that of the Dow Jones Averages.
Success and Service
The company has the resources and oversight of a larger firm, including a sophisticated portfolio management system and technology platform, and access to world-class institutional research. We provide clients with a high-level of consistent service. Having a bond with each one is extremely important to us. From the moment they open an account, they are on a first name basis with our staff, rather than just an account number, explained Bronson.
The key ingredient in finding the right investments for each client? We believe in investing in companies that have sound fundamentals and tremendous growth opportunity. At the same time, we know there are definitely times to be mostly out of the market, said Bronson. He pointed out that for example, in 2007-2008, their Portfolio Managers utilized strategies to conserve gains by largely shifting away from stocks and investing in short-term bond funds and having large amounts of cash.
Being an employee-owned firm, we have the ability to take quick, decisive action.We do not have to go through formal committee meetings to make a decision that may be time-sensitive. This flexibility is not common among money managers, he explained.
Trust For Generations
John Engebretson, the firm's Vice-President and Chief Compliance Officer believes transparency is key to trustworthy judgments. We do not physically hold the assets of any client. They are always held by a separate custodian. In addition, we use a fixed-percentage fee based system, and collect no commissions since we are not a broker-dealer, Engebretson continued.
We want our clients to know they can count on us to be there for themselves and their families for years to come, stated Bronson. Our investment results speak for themselves. Most importantly, we want our clients to live well and prosper. It is our duty to oversee their assets today, enhance value for tomorrow, and ensure a smooth transfer to the next generation, concluded Bronson.
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