Investment Management
Our Investment Management service is dedicated to crafting and managing investment strategies tailored to your financial goals. With ongoing monitoring and data-driven adjustments, we ensure your investments remain aligned with your long-term strategy, adapting to changes in your financial landscape.
Investment Strategy Development
Our investment strategy is built on a foundation of data-driven insights, tailored planning, and disciplined execution to help you achieve your financial goals. Whether optimizing your current portfolio or designing a new one from the ground up, we ensure your investments align with your risk tolerance, time horizon, and long-term objectives. With a focus on diversification and adaptability, we help position your portfolio for sustainable growth in an ever-changing market.
Strategic MINDSET
Innovative Clarity
Complexity doesn’t equal sophistication, it creates noise. At Murray Strategic Investments, we focus on creating streamlined, strategic portfolios that leverage data-driven insights, advanced modeling, and innovative tools to deliver results. Our approach is simple to understand yet backed by cutting-edge methodologies, giving our clients confidence in both the strategy and execution.
Strategic Resilience
In a dynamic financial world, perfection is an illusion, but precision is a necessity. Our investment strategies are built to withstand volatility by carefully balancing risk and opportunity. Using advanced analytics and scenario testing, we craft resilient portfolios that align with long-term goals while capitalizing on short-term opportunities.
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Investing for Freedom
True wealth is freedom. Whether it’s growing generational wealth, pursuing bold ambitions, or redefining retirement, we design portfolios with a clear focus on achieving financial independence. This philosophy underscores the importance of staying invested and making decisions with a forward-looking mindset.
Beyond the Numbers
Your portfolio is part of a larger vision. We consider the entirety of a person’s life, values, and goals when crafting investment strategies. By integrating investment strategies with legacy planning, philanthropy, and tax-efficient growth, we create solutions that reflect your broader values and aspirations.
FAQ
What Broker do you use? We use Altruist Financial LLC, an unaffiliated SEC-registered broker-dealer, as our preferred custodian/broker for client investment accounts. Altruist offers a low-cost, transparent custodial platform that simplifies account management and trading for Murray Strategic Investment LLC clients. Opening accounts and/or transferring your assets to Altruist is fast, easy, and secure. Alternatively, if you have an existing relationship with another brokerage such as Schwab, Fidelity, Ameriprise, etc., most firms offer a Limited Trading Authorization (LTA) or Read-Only Access feature that allows advisors to manage investments without taking custody of your assets. This means we can provide strategic investment guidance and execute trades within your account while you retain full ownership and control.
Who makes the final decision on my investments? You decide how your investments are managed. For non-discretionary accounts, we place trades on your behalf but only after receiving your approval. For discretionary accounts, you authorize us to make investment decisions and execute trades in line with your agreed-upon strategy. Regardless of your choice, we prioritize transparency and keep you informed throughout the process.
Do you manage my 401(k)? While we do not take direct control of employer-sponsored retirement accounts like 401(k)s, we provide guidance on asset allocation, investment selection, and overall portfolio strategy to ensure these accounts align with your broader financial plan. If your plan allows for third-party management, we can discuss integration options. Additionally, if you are considering rolling over your 401(k) after leaving an employer, we can help evaluate your options and determine whether a rollover into an IRA or another plan is in your best interest.
Do you take custody of my assets? No, we do not take direct custody of client assets. Your accounts remain in your name and are held at a third-party brokerage custodian. This ensures transparency and security, as we only have Limited Trading Authorization (LTA) to manage investments within your accounts.
What is your Investment Management Fee Structure?
