# Strategic Asset Management

Strategic Asset Management is a Bank / Wealth / Trust based in Rochester, MN, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rochester, MN, United States
- **Region:** North America
- **Address:** 2434 Superior Drive NW, Ste. 101, Rochester, MN 55901, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** strategicassetmgt.com
- **LinkedIn:** https://www.linkedin.com/company/strategicassetmanagement

## Regulatory record

- **CRD number:** 117549
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117549

## About

The firm was formed in 2019 as the investment-management arm of Strategic Tax & Retirement and Strategic Insurance Group, two established Rochester-based practices. Together the three entities — asset management, insurance, and tax — operate as a single umbrella designed to coordinate financial planning, money management, tax preparation, and insurance placement for individuals, corporations, and other business entities. The structure positions Strategic Asset Management less as a standalone asset manager than as the investment sleeve of an integrated retail-advisory partnership. Strategic Asset Management organizes its offering around four delivery channels: fee-based financial planning, fee-based 401(k) advisory, charitable-giving strategies, and tailored annuity products. The firm also markets a proprietary software tool, the Retirement Positioning System, to advisors and end clients. On the investment-options side, it references a "boutique money management firm" that provides self-managed portfolio strategies on a fee-only, non-commission basis — a relationship that points to a sub-advised or separately-managed-account arrangement rather than an in-house investment team. Headcount and total asset figures are not publicly disclosed. The firm operates from a single office in Rochester, Minnesota. No adjacent vehicles, co-investment clubs, or external philanthropic foundations are mentioned in its current public materials. Recent activity cannot be independently verified from the available record, and no dated operational milestones from the last 24 months are published by the firm. The firm's structural differentiator is a horizontal-integration thesis — income-tax preparation, risk-management insurance lines, and investment advisory are housed together under one practice umbrella. Most wealth managers source tax and insurance capabilities externally; Strategic Asset Management’s model makes those disciplines native to the platform, targeting clients for whom coordination gaps across advisory silos are the primary friction point.

## Sectors

- Wealth Management
- InsurTech

## Questions

### Does the firm manage assets in-house or outsource portfolio management?

Strategic Asset Management references access to a 'boutique money management firm' that provides self-managed portfolio strategies on a fee-only, non-commission basis. The available materials indicate that investment options are sourced through external portfolio managers rather than an internal investment team, while the firm itself delivers financial planning, annuity solutions, and 401(k) advisory.

### What investment structures does the firm offer?

The firm highlights four primary service lines: fee-based financial planning, fee-based 401(k) advisory, charitable-giving strategies, and tailored annuities. Direct fund commitments, co-investment vehicles, and private-market access are not mentioned in its public disclosures.

### Who makes investment decisions at Strategic Asset Management?

Principal names and investment-committee composition are not publicly disclosed. The firm's website does not list its leadership team or investment professionals, and no named individuals were recovered from available primary-source materials.

## Related profiles

- [Strategic Advocates](https://altss.com/profile/strategic-advocates)
- [Strategic Blueprint](https://altss.com/profile/strategic-blueprint)

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Last updated: 2026-07-10T11:25:45.000Z

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