Strategic Equity Management
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Business description
Active Money Management
Strategic Equity Management, Inc. is a SEC Registered Investment Advisor based in Tucson, Arizona. We have clients across the United States, with large concentrations in Colorado, Minnesota, North Dakota, South Dakota, Iowa, Washington, Oregon, & Oklahoma. We provide comprehensive money management to our clients, specializing in retirees and Baby Boomers. We also service wealthy investors that are looking for Hedge Fund type performance, but for full liquidity and much lower fees. We offer free financial planning, investment planning, custom portfolio management, and retirement planning. We specialize in Active Management where we use Financial Engineering techniques to deliver investment strategies that historically have had much lower losses and higher returns than normal buy & hold
General information
- Business Services Financial Investment Advice Invested Management
Estimated number of employees: | 5 to 9 | |
Annual sales estimate: | 0 | |
City / suburb: | Tucson, AZ | |
County: | Pima |
investment management, portfolio management, financial planning services, 401k Rollovers, retirement planning services
TD Ameritrade.
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