Who We Are

Strategies LLC is an investment and plan consulting firm that has provided an array of services since establishment in 1993. Independent and fee-only since inception, Strategies LLC advises institutional clients, primarily participant directed defined contribution plans.

We have a special expertise in the fiduciary aspects of investment and plan consulting with the experience to guide fiduciaries and assist participants with specific investment advice. Strategies LLC is not affiliated with any other financial services company. We are a fee-for-service firm that is compensated solely by our clientele and feel this is a refreshing alternative in the marketplace.

Yep, we are the real deal, what you won't find is a franchised office of some large organization nor slick salespeople passing for investment professionals.

Strategies LLC is a leader in our field. Combining sophisticated technologies with extensive experience, we are able to provide customized solutions and comprehensive service for our clientele.