Our 3rd Anniversary
We are excited to celebrate our 3rd Anniversary this month. It has been a great three years of forging new relationships, strengthening old ones, and appreciating all.
Some studies show that over 70% of financial advisory firms fail within the first three years. While we never doubted we would make it, we are happy to pause and acknowledge this milestone!
We believe our success comes from the fact that we have built something individual investors have been wishing existed for years. And frankly, something they deserved but weren’t getting.
We have built a firm that truly embraces the responsibilities of being a fiduciary and putting the client’s needs first - every time. We do this by providing the following:
- objective, experienced advice with the singular goal of preserving and growing the wealth of our clients;
- guidance through the maze of a myriad of advice and products, many of which sound too good be true because it is too good to be true;
- no-nonsense communication that cuts through the noise, which continues to get louder and more constant, and instead focuses on the real data that drives markets and returns; and
- fresh refrain from tired old mantras from mega firms that have to flock everybody into the middle in order to manage them
We are proud that we have automated a proprietary research process that has proven successful for identifying investments with winning risk/reward characteristics. By partnering with a technology firm, we have made the process even more robust and beneficial to our clients. We have made Pinocchio a real boy!
Specifically, we have:
- partnered with two of the largest custodians in the world to provide fortress like protection for our clients’ assets;
- gained access to some of the most objective and proactive research available which further deepens our proprietary process, allowing more thorough analysis, and enriching our investment ideas;
- developed and utilized a fiduciary based proactive approach that preserves wealth, and allows for tactical changes to protect or enhance returns
We set long term targets to meet objectives AND we are not afraid to make tactical adjustments within those ranges to benefit our investors. We confident in letting well-founded opinions guide our work and act for the betterment of client portfolios.
After 2008, clients began to expect more from their advisors and rightfully so. We welcome that challenge to be “ahead of the markets” and have developed a proprietary “safety” system to guide us to the amount of protection portfolios need at any given time. This removes the emotion and the knee jerk reaction to the news of the day and focuses instead on what the markets are telling us about their health and level of risk.
Our team blends 25 years of professional investment experience with the knowledge and savvy of a longtime business executive and entrepreneur. This allows us to bridge our clients’ personal and professional lives and provide investment management, wealth planning and business consulting solutions. We are thrilled to serve you!
StreamSong Advisors preserves and grows the wealth of our clients by providing the strength and security of a large institution while allowing the nimble proactivity and customization of a smaller boutique firm.
Our team blends 25 years of professional investment experience with the knowledge and savvy of a longtime business executive and entrepreneur. This allows us to bridge our clients’ personal and professional lives and provide investment management, wealth planning and business consulting solutions.
Other key differentiators include:
- As a Fiduciary, the best interest of our client is ALWAYS the driving factor behind any investment.
- We do not get paid commissions, so our objectivity is never compromised.
- We maintain diversified portfolios allocated to match the objectives and risk tolerance of the individual client.
- We proactively make tactical allocation adjustments to capture opportunities or mitigate risk.
- We focus on individual investments rather than the overall markets.
- Our proprietary, proven investment research process focuses on fundamental examination of quality and valuation with an overlay of technical analysis. This enables us to find the right opportunities at attractive prices at the right time.
- We invest where the upside potential solidly outweighs the downside risk.
Thank you for your interest in StreamSong Advisors. We look forward to continued mutual success.