Broker Check

(937) 342-0795

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Bridging the Gap Between Institutional and Retail Services

Welcome to Strategic Capital Advisers

We are an experienced group of advisors, focused on delivering retirement plans, benefit solutions, custom portfolios and institutional investment services. Our target clients include private businesses, executives, foundations and non-profit organizations. Leaning on our experience and diversity, we provide custom strategies designed to help build and preserve your wealth.

Institutional Services

Our history in corporate retirement planning is the cornerstone of our services. Whether you are a business owner, plan administrator, trustee or corporate officer, Strategic Capital Advisers will work intently with you in custom building a retirement plan to address your objectives.

Custom Portfolios

Building a fee-based, customized portfolio pivots off of understanding our clients’ objectives. Strategic Capital Advisers listens to our clients, making certain that fundamentals such as the dynamics of diversification, risk tolerance, time horizon and weathering the markets are continually discussed.

Risk Management

A blend of company-sponsored group benefits alongside a menu of voluntary employee benefits has become an integral part of many companies’ compensation and benefit strategies. Our team will work with you to build or update your benefit package, as well as offer on-site assistance to your staff. In addition, Strategic Capital Advisers is available to deliver executive and deferred-compensation benefits.

Investment Planning

Our Advisors work passionately to understand our clients’ investment objectives, paying close attention to their risk tolerance, cash flow needs and time horizon. Collecting feedback pertaining to these and other key fundamentals, allows our Advisors to build investment strategies that are sensitive and tailored to our clients.

Milestones and Life Cycle Management

Market Summary


College Planning

College education costs continue to rise, allow our team at Strategic Capital Advisers to navigate your efforts in preparing for your children or grandchildren’s future.

Learn More

Rollovers: 401(k), 403(b), Pension Plan, IRA

Changing jobs may be disruptive, but it does not have to impact your retirement planning goals. Turn to our team to assist with the evaluation, timing and process of your rollover assets.

Learn More

Retirement

While retirement is exciting and a definitive lifestyle change, it may also bring emotions of fear, anxiety and vulnerability. Strategic Capital Advisers leans on decades of experience assisting our clients with their retirement transition, leading them to their next era of investing.

Learn More

Multiple Employer Retirement Plans: 413©

Increasing operational and compliance concerns are driving company sponsors to consider alternatives to sponsoring traditional single employer retirement plans. Strategic Capital Advisers will help you navigate the options of outsourcing administrative duties to third party providers, where you may not feel adequate with your internal resources or expertise. We only consider closed multiple employer plans.

Learn More