Client Experience

Purpose of funds
Financial goals
Expected returns
Risk tolerance
Liquidity requirements
Time horizon
Tax implications

Purpose & Objective
Investment authority
Responsibilities
Approved Investments
Constraints
Benchmarks & Reporting

Strategic asset allocation
Active/Passive solutions
Custody and execution
Performance measurement
Performance evaluation

Ongoing monitoring of performance, market conditions and investment opportunities
Tactical asset allocation
Ongoing active portfolio management in concert with client needs.

Strategic Wealth Management Advisors, LLC, is a registered name for J. Alden Associates, Inc., Alden Capital Management and Alden Securities. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. Investment Advisory services offered through Alden Capital Management, Inc.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 610 337-6500.

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Client Experience

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Strategic Wealth Management Advisors, LLC

Client Experience

Contact Info

Additional Pages

Strategic Wealth Management Advisors, LLC

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Strategic Wealth Management Advisors, LLC