Strauss Financial Group

Strauss Financial Group, operating as Strauss Wealth Advising, Inc., is an independent Registered Investment Advisor (RIA) established in 2020, succeeding Strauss Financial Group, Inc. founded in 1988. The firm offers personalized financial advice, wealth management services, and investment management to various clients, including individuals, pension plans, trusts, and corporations. Services are provided on a fee basis, including hourly fees, fixed fees, and fees based on assets under management. Investment strategies include fundamental and quantitative analysis, with a focus on diversified domestic and international stocks, bonds, mutual funds, and alternative investments. The firm emphasizes a fiduciary duty to act in the best interests of clients and encourages ongoing communication and annual portfolio reviews. SFG does not engage in performance-based fees or proxy voting on behalf of clients. The firm has a succession plan in place in case of the principal's death or incapacity. Clients' assets are held by an independent qualified custodian, and the firm does not have physical custody over client assets. SFG does not participate in Initial Public Offerings (IPOs) and does not accept client trade or money requests via email.