Strategic Global Advisors, LLC

Strategic Global Advisors, LLC is an independent investment adviser founded in December 2005 by Cynthia Tusan, CFA, and registered with the U.S. Securities and Exchange Commission in March 2006. The firm offers investment management services in various equity strategies, including International Large Cap, All Cap, Small Cap, Emerging Markets, and Global equity strategies. SGA employs a bottom-up decision-making process integrating quantitative and fundamental methods, focusing on stock selection. The firm manages client portfolios on a discretionary basis, tailoring services to individual client needs and restrictions. SGA may limit advice based on certain types of securities and client-imposed restrictions. As of December 31, 2024, SGA actively managed over $2.5 billion in client assets. The firm charges advisory fees based on the value of the client's account, with fees negotiable based on various factors. SGA does not currently charge performance-based fees but is willing to accommodate such arrangements for qualified clients. The firm does not compensate third parties for client referrals and does not accept or have authority to vote client proxies. SGA has no disciplinary information to disclose and does not foresee any financial condition impairing its ability to meet client commitments.