Small enough to spend time with you and large enough to offer a range of products to fit your needs, our firm offers both the personal and the professional. Through one-on-one meetings, regular communication, newsletters and client appreciation events, we develop real relationships with our clients. The size of our firm allows us to closely monitor each client’s accounts and speak with clients personally when questions arise. Your individual situation and financial objectives always direct how we manage your accounts.
More than fifteen years ago, while working for large Wall Street investment firms, Stuart Murray envisioned a different type of financial management firm. A company without the conflicts of interest that come from investment banking departments, sales quotas, and the need to sell proprietary products. An independent firm with experienced, professional advisors focused solely on putting clients’ interests first and foremost. In 2009, Stuart opened that firm: Strategic Investment Chico.
LPL Financial serves as the broker/dealer through which we run all of our trades. This company provides continued training for financial advisors and support services for our reporting, record-keeping, and more so that we can focus on what we do best – taking care of you and your family. As one of the largest independent broker/dealers in the nation, * LPL Financial offers third-party oversight that helps ensure the security of your investments.
*As reported in Financial Planning Magazine, 1996-2015, based on total revenue.