Investments should never exist in isolation.
We manage your portfolio as part of a fully integrated plan. Investment decisions are aligned with your goals, tax strategy, estate plan, and cash flow needs.
Investment decisions begin with your broader financial plan rather than a product or market prediction.
We evaluate your accounts together so they function as one coordinated portfolio.
We consider taxes throughout portfolio design and implementation to help improve after-tax outcomes.
We align risk with your objectives, time horizon, liquidity needs, and ability to stay invested through changing markets.
Your portfolio is designed to support the life, priorities, and legacy your wealth is intended to serve.
We combine a rigorous investment process with deep integration across tax, estate, and cash-flow planning, so each portfolio decision supports your broader financial strategy.
We clarify your objectives, cash flow needs, risk tolerance, time horizon, and the role your portfolio must play.
We review your accounts, holdings, diversification, fees, tax considerations, and areas of uncompensated risk.
We design a diversified portfolio aligned with your objectives, liquidity needs, tax circumstances, and appropriate level of risk.
We implement portfolios through a disciplined blend of active, passive, and factor strategies. Each manager and vehicle is selected for quality, competitive fees, and tax efficiency.
We monitor, review, rebalance, and adjust the portfolio as markets, tax laws, and your circumstances evolve.
The true value of investment management comes from how your portfolio integrates with the rest of your financial life. We look beyond individual accounts to help you make coordinated, tax-aware decisions that support your long-term plan and legacy.
We incorporate tax considerations into portfolio design, rebalancing, distributions, and major investment decisions, coordinating with your CPA and other advisors when appropriate.
Areas of focus may include asset location, gain and loss management, charitable giving, concentrated positions, and planning around significant liquidity events.
Strata coordinates financial planning and investment management with the work of our clients’ CPAs, attorneys, and insurance professionals. We call this IQ Compounding®. By bringing decisions and expertise together, we can uncover opportunities and help prevent important details from being missed.
Rather than viewing a portfolio in isolation, we consider how each investment decision affects your broader financial plan.
Business owners & entrepreneurs
Corporate executives and professionals
Families with $3 million or more in investable assets
Individuals navigating a business sale, retirement, inheritance, or other liquidity event
When your investments are integrated with your broader financial plan, the result is a more coordinated and intentional strategy, designed to help you build, protect, and transfer wealth with confidence.