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SYVERSON STREGE
Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it...
Overview
Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
West Des Moines
Corporate office
West Des Moines, IA, United States
Principals
Lance Strege
President
John Syverson
Founder
Sector focus
Frequently asked questions
What types of assets does Syverson Strege invest in?
The firm allocates client capital across public equities, fixed income, private real estate and private credit, with additional evaluation of direct business investments on an opportunistic basis. Its investment committee uses a blend of passive index strategies and active manager selection with an emphasis on tax efficiency for taxable family portfolios.
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