Anderson & Strudwick offers a variety of fee-based portfolio management products including our proprietary Anderson & Strudwick Managed Portfolios. These products offer a ‘no-surprise’ approach to investing by utilizing carefully defined, rigorous screening processes.

Depending upon your circumstances you may want to consider other local and national portfolio managers that offer a variety successful investment styles. We will work with you to get connected to a portfolio manager who best meets your investing temperament.

A copy of the Investment Advisors ADV Part II is available upon request. A full description of our advisory products and services, including fees and expenses is also available.