Our Investment Strategy

As we have been laying out for the past 5 years, what we are seeing is simply the very logical result of globalization.

For the past 5 years, we’ve been working thru a period where fierce price wars worldwide have resulted in falling profit margins. Because it is a “global” problem, it also means that domestic tax cuts and low interest rates won’t fix it. This is wishful thinking. Regardless, it’s a brutal environment for stocks especially in the U.S. and Europe.

Being pro-active opportunists rather than pessimists, we’ve made strategic moves to profit in this environment. We’ve already shifted over 50% of our assets away from direct exposure to the U.S. stock and bond markets. Offsetting this, we have increased our positions in “global hard assets” such as real estate and commodities and also larger holdings in regions benefiting from low labor costs and state-of-the art technologies.

Good opportunities abound, they just aren’t where most people have been trained to look for them.

Are you interested in hearing more about Barry's progressive investment ideas? Contact us or check out some of the latest newsletters.

Our 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.