Investment Management - Austin
Meet our Investment Management Company In Austin.
Hard to match Service Offerings from any Investment Management Team
- Fee-based Approach
- Incredible experience across the team
- Options across innovative platforms and with multiple diversification options
- Financial Planning, Tax Planning, Business Planning and Alternative Investment options
- Austin based with clients all over
- Proven customer service and unrivaled attention to detail
We are a dedicated Investment Management team in Austin
These are the types of clients we provide world class Investment Management in Austin for
Entrepreneurs & Businesses
Business Owners, highly compensated employees and management, and entrepreneurs that can take advantage of our breadth of offerings and strategic capital resources are going to find a lot of harmony at our Investment Management firm.
Affluent Individuals & Families
Wealth Creation is what you are doing and what you have done – we can help you grow it, protect it, make it sustainable and manage the risk that comes along with it, so that it can be transferred generationally, or used to further causes you champion. We are Wealth Management experts and have a bevy of resources that help us to plan for your entire list of goals an needs.
Recipients of a Windfall
Winners of contests or lotteries, large sign on bonuses, inheritances, the sale of a company, life insurance proceeds or legal settlements, among other events can lead to life changing money being transferred to you. It’s important during times of high stress or lack of experience in the event, that you have trusted advisors to help guide you to the end result you want. We can help those who have received a windfall economic boon to manage expectations and mitigate some risk regardless of their level of experience with large sums of money.
Group Retirement & Employer Sponsored Plans
We help manage some very large group sponsored plans, that help ensure retirement for a lot of folks in Texas, and even beyond. Our team is well-versed in how to keep compliance concerns at bay, and improve plan ownership benefits for participants, while taking the bulk of administration off of your hands. We are specialists in Employer sponsored plans from Defined Benefit to 401k, 403b and beyond. If you need help figuring out what makes the most sense – look to Strategic Capital to get you the guidance and resources you need to maintain that plan properly.
Financial Planning
We are Financial Advisors that take a holistic approach to your complete financial picture. First and Foremost we are Fiduciaries, and have your best interest as our focus.
Financial Securities
We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to our clientele, including other, more sophisticated offerings in the public markets.
Alternative Investments
Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.
Strategic Financial Network
We're facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines.
Meet your Advisors who specialize in Investment Management in Austin
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Investment Management in Austin – We cater to your needs
We are a team led by the idea of being fiduciaries – a badge we wear with pride! It means that our best interest is your best interest. A Fiduciary relationship is important because we can only recommend something that makes sense for your needs and goals. We offer a broad array of investments and as a team of professionals we believe we offer a compelling experience for our clientele seeking our services.
If you need choices, attention to detail, no sales pressure, and legitimate experience across the broadest spectrum of financial services offerings in Austin – we are the Investment Management people for you. We built this for you, and you have helped us to be successful – let us help you plan for the here and now, while helping you gain clarity and potential for the future.
We offer Investment Management in Austin, to the following types of clients:
Entrepreneurs & Businesses
We work with business owners, entrepreneurs and high-level employees with sizable compensation packages. From traditional planning to innovative solutions that improve capabilities – we can advise you.
Affluent Individuals and Families
We are wealth management professionals that help families and individuals that are already affluent to protect and grow wealth to continue sustainability.
Windfall Recipients
Whether you are already comfortable with wealth or experiencing large windfall amounts for the first time – we can help you keep that new windfall and protect your future.
Employer Sponsors
We work with group retirement plans and sponsored or qualified plans to ensure stakeholders can get maximum benefit from contributions, and the plan can be sustainably grown and managed for risk.
The most complete range of Investment Management options in Austin
Are you a Business leader, High Net Worth employee, affluent investor, recipient of a new windfall, or a decision maker for a sponsored plan? We are a skilled, experienced team of Investment Management Professionals that have a track record of impeccable client relationship services and we are focused on your best interests.
If you need Investment Management in Austin – we are the team.