Strategas Asset Management manages investment portfolios and distributes model portfolios created through its affiliate's macroeconomic and policy-focused research. The firm offers two primary services for separately managed accounts: providing licenses for model portfolios to third-party platforms, and directly managing client portfolios on a discretionary basis using those models. Strategas Asset Management also acts as adviser to several exchange-traded funds. Investment strategies often incorporate thematic equity selection, fundamental research, and quantitative analysis, including proprietary frameworks focused on corporate lobbying activity. The firm primarily serves individuals, high-net-worth individuals, pooled investment vehicles, and institutions, often accessing clients through third-party platforms and custodial programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard portfolio management fee is 0.50% annually, but fees are negotiable and vary by platform or client agreement. Model delivery services generally range from 0.10% to 0.35%.