Since 1992, we at Strategic Capital Management provide professional investment counsel and portfolio management to help a select number of clients fulfill their investment goals.

Striving for the highest quality of personalized customer service, we will work closely with you in the initial development and subsequent monitoring of your portfolio.

Under the present circumstances, we use the Behavioral Finance concept along with the Modern Portfolio Theory (MPT).  This has been helpful in developing portfolios targeted towards a client's specific goals and risk tolerance.  In plain MPT, there is little emphasis placed on human behavior when developing a portfolio.  When human behavior is not considered, it is possible to construct a portfolio that is theoretically “correct” from an MPT perspective, but does not necessarily complement other aspects of the client's behavioral make-up. We believe the knowledge of the "real numbers" and technical analysis is essential but at the same time close monitoring of the market behavior is equally important.

By limiting the number of clients, we are able to take the time needed to tailor your portfolio to your individual economic and social goals, with personal attention to your specific concerns.

And because the firm's compensation is not transaction based, but depends solely on the value of your assets, you can be sure we are always working on your behalf and be free of any concern about possible conflicts of interest.

With our service, you can concentrate your time and energy on the area where you have a competitive advantage (your job/business) or feel free to travel, knowing fully well that your assets are being managed carefully by an experienced investment team. We'll work together if we both believe that the relationship will create a win-win situation. Preliminary consultations are always free.