Don't let the Sun go down on your chances for the retirement of your dreams! We've assembled all the tools to assist you in taking control of your financial future.
There are newsletter articles and calculators to give you some general ideas on where you're going. This will be a portal of information, often refreshed, to give you the most current and useful information available. Where we go from there is to pull it all together into a plan of action. With all of that in mind, feel free to contact me with any questions.
Strategic Alpha Advisers is an independent financial advisory firm in Hanover, Pennsylvania. It's founder, James E. Miele, has 14 years of experience in the financial industry in offering financial solutions to individuals and small business owners. The firm has a keen interest in practicing financial planning as a fiduciary, demonstrating recommendations that are always in the client's best interests.
Mission Statement
To assist as many people as possible to obtain and retain financial independence, by employing a balanced and intellectually rigorous approach to growing wealth while protecting them from everyday risks.
A Rigorous Investment Approach
Money managers only cut the mustard if they provide value above and beyond what the markets already provide us. This is demonstrated by statistics that are screened on a monthly basis. The investments from each asset class that do pass these screens are then poured into an Asset Allocation strategy that is both flexible and cost-efficient. Changes aren't made to time the markets based on the daily ebb and flow. Alternatively, changes are made when profits ought to be taken or when economic changes warrant them. You could say that we're reading only the big tea leaves.
Managing Risk is just as important
Everyone has to face risk every day. Though we can't change that, we can help people to be ready for those risks. Financial Planning is the process of identifying all of these risks and opportunities, allowing us to chart a course forward toward their goals. Once identified, we can get to work on crafting solutions that give them the peace of mind that only comes from a well-crafted financial plan. Within this site, you'll find more details on how to do just that!