Strategic Advisory Partners

Strategic Advisory Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans and corporate clients, delivering discretionary and non‑discretionary investment management, ongoing comprehensive and limited‑scope financial planning, and employee benefit plan advisory services. The firm also provides advice on held‑away accounts and uses a third‑party platform (Pontera) to facilitate discretionary management of defined‑contribution participant accounts.

The firm’s investment process blends fundamental and technical analysis with modern portfolio theory, employing both passive and active vehicles to construct individually tailored asset allocations and manage portfolio risk. Portfolios may include separately managed accounts, private fund investments and, in some offerings, exposure to digital assets; the firm operates a wrap fee program that bundles transaction costs into clients’ advisory arrangements for SMA clients.

What is distinctive about the firm is that it acts as both sponsor and portfolio manager of its wrap fee program and automatically enrolls SMA clients in that program—an operational structure that is uncommon among similar team firms. Strategic Advisory Partners is a recently formed SEC‑registered adviser managing roughly $191 million for about 333 client relationships with a four‑person advisory team and has expanded its disclosures to include private fund offerings and digital‑asset‑related strategies.