Our Service
Offerings
We offer a differentiated approach to investment management & long-term wealth generation.
Financial services for what’s next:
Investment Management
Through our proprietary investment process, we monitor the economic environment and global financial markets daily and make strategic portfolio decisions while staying true to our commitment to fiduciary responsibility and your goals and risk tolerance.
Individuals & Families
Strathaven aims to assist families and individuals in creating the life they've always dreamed of through a consultative approach. We work with you to create an action plan that includes goals such as retirement and generational wealth, freeing you from financial worries so you can focus on the people and experiences you care about most.
Retirement Plan Services
By creating and implementing the right retirement plan, Strathaven aims to help small businesses and their teams prepare for life after work. Strathaven assists your firm in determining appropriate investment offerings and educates employees on investment options that may be most suitable for them. We believe we can help our partners utilize retirement plans that fit into their long-term goals.
What makes Strathaven Financial different?
Strathaven Financial provides a differentiated approach to US Equity Investment Management. Our unique options structure can offer better results than traditional investment methods often do.
FAQ
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By leveraging all the tools available, we aim to protect assets on the downside in order to ensure our clients achieve their long term goals
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At Strathaven, we aim to deliver the highest possible return while managing risk. As such, we tailor our models to meet each client's specific risk & return requirements.
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At Strathaven, every portfolio we build starts with a careful analysis of risk exposure. As a boutique Investment Advisor, we are then able to create a custom portfolio that aims to maintain the risk our investors are comfortable with, while at the same time providing higher levels of return than traditional, diversified portfolios found in the industry today.
