About Us

StreamSong Advisors emphasizes building relationships as we build portfolios. This enables us to take a client-centric approach and offer direction in ways that are purposeful. As a Registered Investment Advisor (RIA), we create customized, impartial portfolios tailored to meet each client’s specific profile and needs. Our holistic, process-driven approach to investment management and financial planning allows us to find solutions that are both personalized and based on sound financial principles.

We are Client-Driven

Acting as a fiduciary, StreamSong Advisors always sits on the same side as the client. With no outside interests, we are proud to put you and your family first 100% of the time. We understand how important your assets are to you. Our experience working with a diverse client base has positioned us to ensure client satisfaction along a broad spectrum of needs, interests, and complexities. For these reasons, we aim to provide personalized solutions designed for your unique situation.

The StreamSong Difference

With no commission, revenue sharing, or kickbacks, we ensure complete objectivity that aligns our interests with yours. While many firms rely on cookie-cutter models when working with clients, StreamSong’s boutique services allow for personalized and entirely customized investment management. This includes making tactical moves as the market changes to exploit opportunities while mitigating risk. We routinely seek out exclusive investment opportunities to help construct your distinct portfolio. Additionally, our utilization of proprietary research tools aids us in understanding and analyzing individual investments. At StreamSong, we navigate your individual challenges and aspirations as we guide you along a stream of prosperity.

Our Services

 

Investment Management Services

 

Personal Services

 

Business Services

Our Team

We manage assets for individuals and families, providing investment management and financial planning services.

Blogs

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Thomas A. Braun |
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better you’ll...

What are the benefits of Diversifying my Investments?

Thomas A. Braun |
Categories
Investments
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan. The best possible defense against risks in any investment strategy is diverse and...

Investment Tips for All Seasons

Thomas A. Braun |
Categories
Investments
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to diversify your portfolio or research more complex investment strategies. But even if you’re a seasoned investor, there’s never a bad time to get back to basics. Reviewing essential principles of productive investing are evergreen in a sense, allowing you to remain on the up and...

FAQ

Q

How Do I Get Started?

It is as easy as setting up an account with one of our recommended custodians, funding the account, and signing the necessary forms that allow us to make trades on your behalf. While most of which can be handled electronically, we are happy to accommodate to your needs and desired level of comfort. 

Q

How Do We Charge?

StreamSong Advisors operates by charging a percentage of the investment balance that we manage for our clients. This percentage decreases as the portfolio grows, and this amount is automatically deducted from the account on a quarterly basis so our clients never have to write a check or worry about managing a bill. StreamSong Advisors always sits on the same side of the client. We do not get paid commissions or kickbacks from any investment products–ensuring our total objectivity.

Q

How Can I Access My Account Once It Is Set Up?

Our clients are able to access their accounts in real time by logging onto either TD Ameritrade or Charles Schwab using a personalized, secure login and password. You can view your account through the “Client Access” tab on our site. This will allow you to view trades, positions, cash balances, and any transactions such as dividends and interest.