StrategIQ investing for savvy advisors
When passive investingwon’t cut it, you needto get StrategIQ.
StrategIQ Funds was built by advisors, for advisors. We’ve spent our careers sitting across the table from clients just like yours, so we understand what it means to build financial plans with purpose. That’s why we built an asset-management firm focused on helping advisors deliver distinctive strategies, stand out in a sea of the common and boring, and truly help clients reach their financial goals.
- Defined outcomes
- Structured-note SMAs
- Equity & options SMAs
- Oil & gas exploration
- Tax management
- Issuer diversification
- Custom strategies
Years, combined
Decades of personal financial planning — one client at a time.
Between us, our team brings more than fifty years of combined experience in personal financial planning. We know what it takes to sit across the table from a client and build a plan that actually fits — and that is the lens behind every strategy we manage.
What we offer
Transparent and optimal strategies.
ETFs
Daily-liquid, exchange-traded access to defined-outcome and autocallable-income strategies — without the single-issuer credit risk of an individual note.
Structured Note SMAs
A managed ladder of notes across issuers and maturities — diversified counterparties, with tax and lifecycle management built in.
Equity & Options based SMAs
Directly owned equity portfolios with options strategies layered on — built for income, defined risk, and tax control a pooled fund can’t match.
Oil & Gas Exploration
Direct oil & gas exploration — a real-asset strategy that diversifies client portfolios beyond traditional stocks and bonds.
One standard
Whatever the strategy, you see exactly how it works and what it pays — before you ever commit a dollar.
Better strategies for your clients — and your practice.
Talk to the team to learn more about how our strategies can help you deliver better outcomes for your clients and grow your practice.