1. Open with Care
Do not open attachments from known or unknown sources that you are not expecting.
2. Hover and Inspect
Always mouse over a link within an email to determine its destination is legitimate and matches the source of the email.
3. Confirm Before Clicking
If an email comes from a known source, but you are not expecting it, or it is just out of the ordinary, call the sender before clicking on a link or opening an attachment.
4. Go to the Source
Use your web browser to go directly to any site that requires you to log in, do not access them through an email link.
5. Don’t Take the Bait
Companies usually do not send unsolicited email to verify your account information, nor do they request immediate action be taken or you risk the termination or suspension of your account. These are standard phishing tactics, delete the message immediately.
6. Send safely
When sending an email that contains PII (Personally Identifiable Information), use a secure email system such as Citrix Sharefile or Zix.
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets over $1.2 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.
Advisory Services offered through Strategic Financial Services, Inc. Strategic Financial Services, Inc. and Cadaret, Grant & Co., Inc. are not affiliated.