Strategy Asset Managers L.L.C.

Strategy Asset Managers provides comprehensive portfolio management, family office services for ultra-high-net-worth clients, institutional investment consulting, and standalone financial planning. The firm builds customized investment portfolios using exchange-traded funds, mutual funds, individual bonds, and alternative investments. Strategy Asset Managers tailors strategies to individual goals, risk tolerances, and any investment restrictions requested by the client. The firm also coordinates with clients' other professionals, such as attorneys and accountants, to help manage complex financial situations.