About
Structure, discipline, and a clear explanation — every time.
StrategIQ Funds is an investment manager built around one standard: every structured product is explained fully, in plain language, before anyone owns it.
Who we are
StrategIQ Funds is an asset-management firm built by advisors, for advisors. We have spent our careers sitting across the table from clients just like yours — so we understand what it means to build financial plans with purpose, and to be accountable for them.
That is why we built StrategIQ: an asset manager 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. Across the team, we bring more than fifty years of combined experience in personal financial planning — one client at a time.
Built around clarity
Our approach starts with education. Whether it is a defined-outcome ETF, a structured-note SMA, an equity and options strategy, or an oil & gas exploration program, we document how it works, what it is designed to pay, and the scenarios in which it can lose money — because an instrument you understand is the only kind worth owning.
Who we serve
Financial advisors — RIAs, hybrid reps, and independent broker-dealer affiliates — are our primary audience. They need strategies that fit client mandates, materials they can put in front of compliance, and a manager who can answer hard questions about barriers, issuer credit risk, and downside scenarios without deflecting.
Individual investors who want direct access to structured exposures — and who are prepared to read the actual terms — are also served through our ETF and note offerings. Structured products are not appropriate for every investor, and we say so plainly.
A note on suitability
Structured notes, structured note ETFs, and separately managed accounts each carry distinct risks, including market risk — and in the case of individual notes, the credit risk of the issuing bank. They are not bank deposits, not FDIC insured, and not appropriate for all investors. We document those risks for every strategy we offer.
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.