Join educated investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Strategic Investment Advisors, LTD

Our Approach

Evidence-based Investment Approach Cape Girardeau, MOAt Strategic Investment Advisors, we use a systematic consulting process for uncovering your most important goals, and for designing and implementing appropriate solutions to help you achieve those goals. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you commit to a long-term relationship with us.  It starts with a Discovery Meeting focusing on you and your life.  We will discuss your values, personal and professional goals and relationships, assets and interests.

In addition, we will ask you to share your thoughts on questions such as; What does financial success look like to you? What resources do you have? What challenges do you face? Your responses to these questions and the information which you share will serve as the basis for an Investment Plan Meeting where we will present you with a “Discovery Profile” which reflects our understanding of what you’ve shared with us along with a strategy document, including your proposed financial plan. Based on your input, we will adjust these documents as needed and present them to you at our Mutual Commitment Meeting.  At this point we work together to decide whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.

Contact Us
©2024 Strategic Investment Advisors, Ltd. | Website Design by Evolutionize

Strategic Investment Advisors, Ltd. is a registered investment adviser with the states of Missouri and Illinois and may only transact business with residents of those states, or residents of other states where otherwise legally permitted to exemption or exclusion from registration requirements.