The world is facing a historical confluence of health, social and financial events. Understandably, people are scared, confused and angry. Our job is to deliver clear communication, excellent service and sound advice to help you get through this moment with an eye on the long-term plan.
The Strategic team appreciates the confidence that you have placed in us to deliver on that task and we are working hard to exceed your expectations. Strategic will continue to provide services without interruption while ensuring our team members remain healthy and safe. A brief update on our staffing and service plan follows:
Due to significant investments in recent years, Strategic is now a cloud-based organization with the capability to work remotely and serve our clients effectively from those remote locations.
Work from Home
To practice effective social distancing, the majority of the Strategic 31 person team is working remotely for at least the next two weeks.
A small team is deployed onsite at Strategic to manage the physical logistics of the business.
All calls are being routed automatically to the mobile phones of our Executive Assistant team of Crystal Seymore, Lori Mitchell and Traci Grogan.
- This team will take detailed messages.
- All calls will be returned quickly by the appropriate team member.
- If a call happens to be missed, you can expect a response in short order.
All team members have access to email from home and will continue to communicate electronically without interruption.
As always, our team follows “The Sunset Rule,” which means you can expect a response to any inquiry before the end of each business day.
All client meetings will be held by phone or video conference for the month of March. This time frame may be extended, if needed.
Market Updates and Investment Strategy
For ongoing market commentary, our CIO Doug Walters continues to provide valuable guidance. Please visit our resource hub (link here) to view those updates.
Financial Planning and Admin
All ongoing planning and administrative tasks remain in process and on schedule.
Please let me know if Strategic is missing anything from your perspective. firstname.lastname@example.org
Daily Town Hall
The firm is meeting daily via conference call to share your feedback, adapt as needed and ensure that communication across the firm remains effective.
We have had the privilege of participating in hundreds of client conversations in the past few weeks. Thank you for your partnership in what is a very personal matter for you and our team. We will continue to reach out to you in the weeks ahead proactively. We encourage you to contact us at 315-724-1776 or by email when we can be of service.
On a personal note, I have been in this business since 1992, when I stepped onto the floor of the New York Stock Exchange as a 19-year-old intern. In that time, I have seen all manner of crises come and go. If I have learned anything from my experience, it is that the American economy, capital markets and way of life will all win out in the end. The short-term path to success may be uncertain, but brighter days are most definitely ahead. Strategic is here to help you see the way.
Alan R. Leist, CEO
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $1.8 billion.Overview
Strategic Financial Services, Inc. is a SEC-registered investment advisor. The term “registered” does not imply a certain level of skill or training. “Registered” means the company has filed the necessary documentation to maintain registration as an investment advisor with the Securities and Exchange Commission.
The information contained on this site is for informational purposes and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Every client situation is different. Strategic manages customized portfolios that seek to properly reflect the particular risk and return objectives of each individual client. The discussion of any investments is for illustrative purposes only and there is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments identified and described do not represent all of the investments purchased or sold for client accounts. Any representative investments discussed were selected based on a number of factors including recent company news or earnings release. The reader should not assume that an investment identified was or will be profitable. All investments contain risk and may lose value. There is no assurance that any investments identified will remain in client accounts at the time you receive this document.
Some of the material presented is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Strategic Financial Services believes that such statements, information, and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.
No content on this website is intended to provide tax or legal advice. You are advised to seek advice on these matters from separately retained professionals.
All index returns, unless otherwise noted, are presented as price returns and have been obtained from Bloomberg. Indices are unmanaged and cannot be purchased directly by investors.