Strategy & Profit Investments
We commit to business practices that are responsible, fair and promote the highest standards of integrity. The secured investment gives you a secured future. Your partner to provide security of tomorrow!
We commit to business practices that are responsible, fair and promote the highest standards of integrity. The secured investment gives you a secured future. Your partner to provide security of tomorrow!
We have a portfolio of market-leading companies with high exposure to attractive long-term trends.
We are convinced that competent individuals with different perspectives and experiences make all the difference.
7 years after our company was founded, our mission today is the same - to help people feel confident about their financial future. Global economic crisis drives broad stock market declines.
Strategy & Profit Investments company becomes an independent, publicly-owned company with more than 1,000 advisors and registered representatives and more than two million individual, business and institutional clients.
Strategy & Profit Investments becomes the strong manager of long-term U.S. mutual fund assets.
For the second CONSECUTIVE YEAR, Strategy & Profit Investments recognized as one of the 50 MOST COMMUNITY-MINDED COMPANIES in the United States.
Strategy & Profit Investments has adopted principles that guide us as we build a best-in-class investment management company, resulting in a stable and thriving organization for the long-term benefit of our employees and investors.
Strategy & Profit Investments is a leading investment manager and has been voted Best Discretionary Manager in the US for free years running in the prestigious Moneyfacts Awards.
We have proved that using a professional investment management firm does not need to be difficult or expensive, and by working with Financial Advisers we know the decisions we make are in harmony with the long-term goals and financial plans that investors have agreed with their own trusted adviser.
Historically only available to the very well off, we wanted to make discretionary services accessible for everyday investors. Back in 2013 as a brand-new company, we had no assets under management, no performance track record and no reputation to build on.
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We combine mainstream and impact investments that aim for both a sustainable financial return and a measurable impact.
Classification of Assets: Convertibility
Cash and Equivalents
Accounts Receivable
Investments
Vehicles
Patents (intangible asset)
Cash /Cash Equivalents
Short-term Deposits
Marketable Securities
Office Supplies
Inventory / Support
Land /Building
Machinery
Equipment /Support
Trademarks
Patents
250 Email Addresses
125GB of Storage
140 Databases
60 Domains
24/7 Unlimited Support
150 Email Addresses
65GB of Storage
60 Databases
30 Domains
24/7 Unlimited Support
250 Email Addresses
125GB of Storage
140 Databases
60 Domains
24/7 Unlimited Support
You can ask for testimonials by contacting returning customers.
"My financial advisor is very detailed and keeps an eye out for my portfolio. He has annual meeting with me, and keeps me abreast of the market tribulations and does educational seminars. He is approachable whenever one needs to speak with him, and his assistant also is perfect! They treat me with a lot of respect."
"Excellent choices with a great service. Value for the price is also very good. Some of the lowest fees for brokerage. Really flexible choices from a portfolio. We have had the account with them for a while and never complained. Solid background with solid choices."
"Any issue from general questions to 401k can be answered with ease. I know my money is safe, secure and managed all the time.I can even arrange a meeting with my advisor, and if I don't feel comfortable with the advisor I can always request to change."
"My Advisor and his staff are responsive, professional and courteous. We are kept informed in good times and in bad. I feel confident that company always has our best interests at heart. All questions are answered completely regardless of how inconsequential they may be. I would recommend highly to anyone looking for professional financial advice."
"Excellent choices with a great service. Value for the price is also very good. Some of the lowest fees for brokerage. Really flexible choices from a portfolio. We have had the account with them for a while and never complained. Solid background with solid choices."
“Great experience. Above and beyond as the service describe. Thank you so so much.”
