General Info

Strategic Investment Group offers a variety of financial planning products and services. Its services include asset allocation, portfolio management and pre- and post-retirement planning. Its pre-retirement planning services include retirement asset handling, retirement fund estimation, and plan monitoring and re-evaluation. The company allocates assets by considering various parameters, such as growth objectives, income needs, risk tolerance, regulatory requirements, time horizon and personal preferences. Strategic Investment Group also offers consultancy on investing in traditional and Roth individual retirement accounts. Additionally, it offers online brokerage accounts for trading various securities. Its Web site provides education and retirement planning calculators. The company maintains an office in Albemarle, N.C.