Firm Overview
Who we are
Our small size and independent thinking enable us to seek out and react quickly to opportunities in a world of investing that has changed fundamentally.
We believe that relying on Wall Street for sensible advice, even from the wealth management or private client departments of the big firms, means that you’re following an outdated playbook.
Our outlook is international and cosmopolitan. We see the real opportunities today in emerging markets. The portfolios we manage for clients who share our philosophy include non-dollar denominated hard assets such as commodities and real estate, along with selected equities and bonds—all packaged for maximum flexibility and tax efficiency using exclusive techniques such as our OmniAsset IRA, Offshore Tax Shield, Last Great Tax Shelter and more. Above all, we believe that life’s an adventure, and your investments should make it more satisfying and exciting.
Clientele
Strudwick Wealth Strategies works with clients who…
- Have a long term perspective and who are interested in creating significant new wealth, not merely preserving purchasing power
- Have a net worth of $1 million or higher
- Are independent thinkers
- Share our investment philosophy
- Are in the 45-75-year-old age group
- Are successful entrepreneurs or professionals who are looking for something other than what Wall Street has on offer
- Have an investment portfolio of $500,000 – $5 million (and up)
We are limited to 12 new clients per year due to our commitment to creating service for our clients and also our projects in Central America.