Combining institutional and individual wealth management expertise with retirement solutions, Strategy Asset Managers, with offices in Woodcliff Lake, New Jersey, and the former Holly Street Wealth Advisors (now part of Strategy Asset Managers) in Pasadena, California offer clients a range of solutions for portfolio design, wealth protection and growth, and comprehensive financial planning.
Each of our teams have decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments and private clients. We believe in the importance of understanding each client's unique financial goals, risk, and return profile. We pride ourselves on our commitment to personal service and customized solutions for our clients' wealth management needs.
Each of our teams have decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments and private clients. We believe in the importance of understanding each client's unique financial goals, risk, and return profile. We pride ourselves on our commitment to personal service and customized solutions for our clients' wealth management needs.
Services
SERVICES Preserving and growing our clients' wealth as a trusted partner and financial guide through sustainable strategies for financial success. Strategy Asset Managers has a rich history of experience in the asset management industry. Our roots go back to the 1980s and, collectively, our management team has more than 100 years of experience in financial services.
Strategy Asset Managers is a Registered Investment Advisor. This website is solely for informational purposes and is not to be considered investment, tax and/or legal advice, or an offer to sell, solicit, any product, service or participate in any transaction. Advisory services are only offered to clients or prospective clients where Strategy Asset Managers and its representatives are properly licensed or exempt from licensure.
Strategy Asset Managers places heavy emphasis of first, the preservation of capital, and second, achieving a superior rate of return on assets in "real" (after inflation) terms. This philosophy drives our equity, balanced and fixed income processes.
We firmly believe that a highly disciplined, team approach, coupled with prudent asset allocations, and sound security selections are the essential ingredients of superior performance over market cycles and the longer term.Our relative value orientation to equity selection and management focuses on the identification of stocks selling at a discount to fair value and which exhibit significant appreciation potential.
We firmly believe that a highly disciplined, team approach, coupled with prudent asset allocations, and sound security selections are the essential ingredients of superior performance over market cycles and the longer term.Our relative value orientation to equity selection and management focuses on the identification of stocks selling at a discount to fair value and which exhibit significant appreciation potential.
Wealth, financial and retirement planning often focus solely on performance, allocations and models, almost as if your unique life challenges and goals are being addressed by robots posing as advisors. Our uncommonly thoughtful approach is different and more personalized.
We get to know what's truly important to you, what you value and how you want your wealth and finances to enrich your life, your family and the causes and organizations you care about.Our comprehensive planning can help preserve and grow your wealth, guide you through retirement, provide a path to reach your important financial goals, and secure your legacy for future generations.
We get to know what's truly important to you, what you value and how you want your wealth and finances to enrich your life, your family and the causes and organizations you care about.Our comprehensive planning can help preserve and grow your wealth, guide you through retirement, provide a path to reach your important financial goals, and secure your legacy for future generations.
Directly interacting with our community through personal and financial support is among the core values of the Strategy Asset Managers team. Our advisors are passionate about committing their time to a range of local institutions and international nonprofits. Our support extends to the arts, mission-driven charity events and sporting fundraisers which raise money for important causes.
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