Strategic Asset Management is a leading investment advisory firm based in San Diego, CA, with over 35 years of experience in managing assets for public agencies, higher education institutions, healthcare organizations, and financial professionals. With a deep understanding of the unique challenges faced by public institutions, their team of experts provides tailored investment solutions to help clients better serve their communities. Committed to personalized processes, close communication, and a culture of compliance, Strategic Asset Management prioritizes the health of their clients' portfolios and aims to provide peace of mind.
With over $30 billion in managed assets and a track record of success, Strategic Asset Management offers a disciplined and repeatable approach to investment management. Their proprietary Horizon Analysis Model allows for customized investment strategies that reduce risk and promote predictability. By listening generously and adapting to their clients' goals, Strategic Asset Management strives to make a difference in the financial well-being of their clients and the communities they serve.
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