Strategic Investment Advisors / Mi
Strategic Investment Advisors, LLC is a SEC-registered investment adviser headquartered in Novi, Michigan. Founded in 2011, the firm employs approximately 11 professionals and provides fee-only advisory services primarily to individuals, including both high net worth and non-high net worth clients, as well as a small number of charitable organizations and businesses. With over $1.2 billion in assets under management, Strategic Investment Advisors focuses on fiduciary service, transparency, and acting in the best interests of its clients.
Investment Strategy
Strategic Investment Advisors operates as a fee-only registered investment adviser, offering personalized, evidence-based investment strategies. Their approach centers on building diversified portfolios tailored to each client's risk tolerance, financial goals, and investing horizon. The firm emphasizes transparency, fiduciary responsibility, and long-term planning, generally steering clients toward modern portfolio theory and disciplined rebalancing while avoiding commission-driven product recommendations. They serve mostly individuals, including high-net-worth clients, with some charitable entities and corporate clients, focusing on both discretionary and advisory relationships.
Top Holdings
Equity Positions (237)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.28% | $105.8M | 185,858 | $446.84 | $568.03 | +$23.2M |
S SHY | ISHARES TR | 6.17% | $63.5M | 766,795 | $82.39 | $82.86 | +$37.8M |
M MGK | VANGUARD WORLD FD | 5.83% | $60.0M | 163,531 | $239.76 | $366.17 | +$14.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.68% | $58.4M | 1,024,115 | $46.84 | $57.01 | +$5.7M |
V VUG | VANGUARD INDEX FDS | 5.30% | $54.5M | 124,270 | $273.93 | $438.40 | +$8.7M |