Designing strategies for every phase of life
Too many people put too much pressure on too few assets to perform perfectly. Take control of your future with Strategic Financial Concepts, Inc. There are no limits.
Wealth Strategies
Build long-term profitability through short-term planning
Strategic Alliance
Empowering legal & tax pros to drive deeper client value
Education
Expand your knowledge with Strategic Financial Concepts
Join Our Team
Pursue a career in the financial services industry
Strategic Financial Concepts
Designing successful strategies for every phase of life
Too many people put too much pressure on too few assets to perform perfectly. Our uncommon approach may help you develop contingencies for those less-than-ideal times and situations. So, if you’ve been wondering why most financial firms seem to be saying the “same ol’ thing,” even though all those old bromides, axioms, and rules of thumb that pass for conventional financial wisdom may promote failed strategies, let us show you what makes us different.
Changing Your Perspective
Education brings opportunity. Expand your knowledge with Strategic Financial Concepts.
Objective
To help you build a plan to maximize monetary efficiency
Objective
To help you build a plan that also mitigates unwanted risks
Objective
To help you build a plan that gives you access and control
Strategic Financial Concepts
Our Investment Process
The most common strategy in the industry is passive buy and hold. Typically, more advanced strategies are reserved only for the wealthy. You should have options with how your money is invested and access to a different way of allocating your investable assets.
Conventional Buy and Hold Strategy
Conventional portfolios utilize Modern Portfolio Theory and maintain the same portfolio while ignoring any underlying investment behavior.
SFC Alpha Strategy
Artificial intelligence allows us to run millions of computations nightly in order to determine where the most productive asset classes are in the current market.
SFC Beta Strategy
The SFC Beta portfolios provide active re-weighting of selected asset classes to meet the client’s risk tolerance. As investment environments change, the risk of underlying assets change.
Strategic Financial Concepts
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Strategic Financial Concepts
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Strategic Financial Concepts, Inc. customizes your investment strategies to fit your current needs and future goals.
