As an investment firm and financial advisor, we take the well being of our clients seriously. Therefore, we strive to provide them with wealth, happiness, and a secure future. In order to do so, Strategic Investments, Corp.’s services, and the partners we work with must also exemplify this same high standard. For that reason, we strictly evaluate every financial institution, bank, and lender that we do business with. We want to ensure that every single one of our clients is putting their money in the best possible hands. That is why we work only with the best possible institutions as partners.

Strategic Investments Corp.’s Partners

Cambridge Investment Research

Financial planner shows a client Strategic Investments Corp. partnersCambridge Investment Research, headquartered in Fairfield, Iowa, is a privately controlled financial solutions firm and is also one of the United State’s largest broker-dealers. They also offer asset management and investments through their subsidiary, Cambridge Investment Research Advisors. Cambridge is one of the most respected names in the finance industry. They provide broker-dealer services for financial planners across the country.

As partners of Strategic Investments Corp., Cambridge operates as a broker-dealer, facilitating and making securities trades.

BNY Mellon

BNY Mellon, or Bank of New York Mellon, is an American banking and financial services holding company based out of New York City. They are also considered the world’s largest custodian bank and asset servicing company. With roots dating back to 1784, it is, therefore, one of the oldest financial corporations in the US and even the world. Today, they currently operate investment management services in 35 different countries.

As partners of Strategic Investments Corp., BNY Mellon acts as a clearinghouse and custodian of assets. They hold client funds in their accounts and act as an intermediary in transactions.

Fidelity Investments

Fidelity Investments is a multinational financial services company headquartered in Boston, Massachusettes. They are one of the larger asset management firms with over $2.4 trillion in managed assets. They’ve been in business for over 70 years and continue to provide sound financial guidance and services to clients around the world.

As Strategic Investments Corp. partners, Fidelity Investments acts as a clearinghouse and custodian of assets. They hold client funds in their accounts and act as an intermediary in transactions.

What Sets Us Apart

On top of using the best, most reputable financial institutions as partners, we also strive for excellence in all of our financial planning services. At Strategic Investments Corp., we strongly believe in our approach to investing and financial planning. Here, you can discover the benefits of a tactical approach to investing.

Every financial planner will tell you that diversification is essential for asset protection due to the volatility of the markets. In general, this is true, as the global markets are always in flux and the landscape continually changes. That said, most strategies involve insulating your investments from these realities. Strategic Investments Corp. uses a proactive approach which takes advantage of this volatility. By remaining aware of these shifts in the financial world, we can then work to capitalize off them to the benefit of our clients. Keeping a finger on the pulse of the global market trends allows us to adapt and respond to yield positive results.

See for yourself the difference that a focused financial advisor can make for your portfolio. With a unique perspective on investing, backed by some of the financial industries most reliable partners, we can build a tactical investment strategy that works for you. Contact Strategic Investments Corp. today to put tactical investments to work for you! Contact us today at 410.312.5779 for more information!

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AR, CO, DC, DE, FL, GA, MD, MI, NJ, NY, NC, PA, VA, WV , Cambridge and Strategic Investments Corp. are not affiliated.