Strategic Asset Management Llc.

Strategic Asset Management, LLC. is a Limited Liability Company established in October 2019 by Gregory B. Nelson. The firm offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients grant discretionary authority to SAM for selecting securities and executing transactions in line with fiduciary duties. SAM's investment strategies include fundamental, quantitative, and technical analysis, focusing on long-term investments while also considering short-term strategies based on market conditions. SAM does not participate in wrap fee programs and generally advises on mutual funds, fixed income securities, equities, ETFs, and non-U.S. securities. The firm charges an annual portfolio management fee of up to 2.00% based on the account's market value. Financial planning services are also offered at fixed rates ranging from $500 to $2,500. SAM reviews client accounts annually and provides quarterly reports. The firm does not accept compensation for the sale of investment products and acts as a fiduciary, aiming to act in clients' best interests. Clients have the option to select their broker/dealer and custodian. SAM's Code of Ethics covers various areas, including prohibited activities and conflicts of interest. The firm receives no compensation for client referrals beyond standard advisory fees. SAM does not have custody of client assets exceeding $500 in advance. The firm's financial condition is sound, with no recent bankruptcy petitions.