Syverson Strege

Syverson Strege works with individuals, families, trusts, and estates to provide integrated financial planning and portfolio management services, including retirement account management and an automated ETF-based investment program. The firm manages roughly $911 million for about 523 clients through a multi-advisor team and offers both discretionary and non-discretionary advisory arrangements.

The firm operates as a fiduciary and uses an Investment Policy Statement process, quarterly performance reporting, and regular rebalancing overseen by an internal investment committee; it also emphasizes a fee-based model and does not accept commissions. Implementation combines in‑house management with third‑party sub‑advisers and model portfolios, and the automated program uses the Institutional Intelligent Portfolios® technology with automated rebalancing and tax‑loss harvesting where eligible.

Notable distinctions disclosed in the brochure include the firm’s use of client testimonials in marketing, a recent change in ownership and a planned custodial transition to SEI Private Trust Company, and a formal sub‑advisory relationship that provides SEI platform and marketing support. The advisory team includes multiple credentialed planners (CFP, CFA and philanthropic/estate planning designations) and the firm also highlights charitable planning and referral arrangements and external lead‑generation relationships as part of its service and business model.