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Strategic Financial Services, Inc.
Strategic Financial Services, Inc. is an SEC-registered investment adviser headquartered in Utica, New York. Founded in 1979, the firm offers comprehensive financial planning and investment management services. With about 35-37 employees, Strategic serves a diverse client base including individuals, high net worth families, pension and profit sharing plans, charitable organizations, and businesses. The firm is known for its holistic approach, combining financial advisory, retirement plan consulting, and institutional services tailored to client needs.
Investment Strategy
Strategic Financial Services emphasizes a holistic, evidence-based investment process focused on long-term wealth creation. The firm's philosophy prioritizes science over speculation, using disciplined strategies grounded in research to deliver clarity and confidence to clients. Services include personal financial planning, custom-tailored retirement solutions, and institutional investment management, with all strategies adapted to each client's unique goals and situation.
Latest 13F Filing Activity
Strategic Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 138 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Strategic Financial Services, Inc. reduced exposure to Ishares Inc., SPDR Series Trust, World Gold TR among others.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I INTF | ISHARES TR | 15.79% | $293.5M | 8,575,507 | $25.69 | $34.23 | +$26.5M |
S SMLF | ISHARES TR | 13.69% | $254.4M | 3,744,652 | $41.37 | $67.95 | +$30.2M |
L LRGF | ISHARES TR | 13.18% | $245.1M | 3,821,219 | $33.65 | $64.13 | +$29.4M |
V VGIT | VANGUARD SCOTTSDALE FDS | 7.20% | $133.8M | 2,237,058 | $58.23 | $59.81 | +$4.8M |
E EMGF | ISHARES INC | 5.25% | $97.7M | 1,875,777 | $40.33 | $52.07 | +$10.4M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Clinton, NY , United States | |
M Max Berkovich | Portfolio Manager | Utica, NY , United States | |
 | Investment Analyst | Syracuse, NY , United States | |
 | Principal | Albuquerque, NM , United States |
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