At Strategic Capital Advisers, we’re in the business of forging long-lasting relationships. Since its founding in 1994, we’ve envisioned our firm not as a “service provider,” but as a trusted partner with direct interests in our clients’ ongoing success.

Our combined expertise in finance, accounting, legal, and regulatory matters allows us to carefully develop and implement prudent investment programs to achieve your goals while minimizing unnecessary risk. Through a documented understanding of the long-term characteristics of financial markets, we analyze our clients’ needs and investment objectives. This ensures that investment goals are perfectly matched to a corresponding program, and helps prepare you, our partner, for the opportunities that lie ahead.

• Review and development of investment policy
• Evaluate current investment options
• Design and implement retirement plans
• Evaluate existing or prospective retirement plan service providers
• Facilitate participant education
• Conduct quarterly performance review of investment options
• Perform fund searches when necessary

• Absolute dedication to client needs
• Absence of any conflicts of interest
• Complete independence and objectivity
• Constant focus on enhancing our clients' investment program