Strava Financial, LLC

Strava Financial serves individuals (including high-net-worth clients), trusts and businesses with comprehensive portfolio management, standalone financial planning and retirement plan consulting for employer plan sponsors. The firm manages approximately $92 million in client assets across roughly 67 clients and constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities.

The firm’s investment process draws on a wide set of analytical methods — fundamental, technical, quantitative, cyclical and sector analysis — and applies asset-allocation approaches ranging from strategic to tactical and core-satellite, with ongoing monitoring and periodic rebalancing. Fixed-income management includes explicit duration constraints, and the firm may employ alternative investments, margin and both long- and short-term trading where appropriate; comprehensive portfolio management engagements are primarily discretionary and reviewed at least quarterly.

What is distinctive for a single-advisor, supported firm is the combination of an active retirement plan consulting practice that accepts ERISA fiduciary responsibilities and a broader planning toolbox that extends into corporate-oriented services (for example, cost segregation studies, corporate-structure advice, mortgage/debt and tax planning). The firm’s use of quantitative techniques alongside access to alternative investments and explicit duration discipline in fixed-income portfolios is less common among peers of similar size.