The team of professionals at Strategic Financial Management, Inc., (SFMI) approaches contemporary investment challenges with over 100 years of combined experience in all aspects of the financial services industry. We believe we are uniquely qualified to assist investors through the rough waters that world markets now present. Because of our broad experience and through the use of our Grail Trend and Timing indicator, SFMI strives to dampen the volatility in the markets while providing investors with competitive rates of return.

Bull/Bear Allocation Portfolio

The Bull/Bear Portfolio (“B/B”) is a unique portfolio designed to protect investor’s wealth through a balanced allocation in four primary asset classes: equities, commodities and hard assets, long-term bonds and a Treasury-bill/currency component.

Total Return Portfolio

The SFMI Total Return Portfolio (“TR”) is structured to provide investors with a growing stream of income to the extent compatible with a steady increase in portfolio value.

Precious Metals and Natural Resources

This portfolio is the most aggressive of the SFMI investment models. The SFMI Precious Metals and Natural Resources (“PMNR”) portfolio seeks to obtain substantial capital gains exclusively in the precious metals, energy and diversified natural resources sectors.

Individually Managed Accounts Advisory Programs

After thorough consultation with high-net worth clients, SFMI may agree to customize an account tailored to a client’s specific goals, objectives and financial circumstances.