Hulick Capital Management

Strategy Asset Managers (SAM) is a registered investment advisor dedicated to providing thoughtful and personal financial guidance to our clients. With over 30 years of experience, we have built a reputation for our commitment to personal service and customized solutions for your wealth management needs. Our team consists of experienced professionals with decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments, and private clients.

Our team at SAM believes in the importance of understanding your unique financial goals, risk, and return profile. We offer a carefully personalized variety of solutions for portfolio design, wealth protection and growth, and comprehensive financial planning. Combining institutional and individual wealth management expertise with retirement solutions, we pride ourselves on our commitment to personal service and customized solutions for your wealth management needs.

Our Services

At SAM, we understand that every client has unique financial goals and needs. Therefore, we offer a range of services tailored to meet your specific requirements. Our services include core investment strategies, wealth planning, investment management, life transitions, insurance, retirement, business succession, and virtual family office.

Core Investment Strategies

Our core investment strategies are designed to provide a tailored approach to managing your investments. We believe in the importance of understanding your unique financial goals, risk, and return profile, and we work closely with you to develop a personalized investment strategy that aligns with your needs and objectives.

Wealth Planning

Our wealth planning services are designed to help you achieve your long-term financial goals. We offer comprehensive financial planning, including retirement planning, estate planning, and tax planning, to ensure that you have a clear roadmap to achieve your financial objectives.

Investment Management

Our investment management services are designed to help you grow and protect your wealth over time. We offer a range of investment solutions, including portfolio management, asset allocation, and risk management, to help you achieve your investment goals.

Life Transitions

We understand that life transitions, such as retirement, inheritance, or divorce, can significantly impact your financial situation. Our life transitions services are designed to help you navigate these changes and ensure that your financial needs are met during this time.

Insurance

Our insurance services are designed to provide you with the protection you need to safeguard your wealth. We offer a range of insurance solutions, including life insurance, disability insurance, and long-term care insurance, to help you protect your assets and ensure your financial security.

Retirement

Our retirement services are designed to help you achieve your retirement goals. We offer comprehensive retirement planning, including 401(k) and IRA management, pension planning, and social security optimization, to ensure that you have a secure financial future in retirement.

Business Succession

Our business succession services are designed to help you plan for the future of your business. We offer a range of solutions, including business valuation, succession planning, and employee stock ownership plans (ESOPs), to ensure that your business continues to thrive even after you retire or sell it.

Virtual Family Office

Our virtual family office services are designed to provide you with comprehensive financial management and coordination. We offer a range of solutions, including bill paying, budgeting, and investment management, to help you manage your financial affairs efficiently and effectively.

Our Team

At SAM, we believe that our team is our greatest asset. Our team consists of experienced professionals with decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments, and private clients. We pride ourselves on our commitment to personal service and customized solutions for your wealth management needs.

Community Involvement

At SAM, we believe that an important part of a healthy financial picture - whether at the individual or the organizational level - involves giving back to the community in which we live. We are committed to supporting local charities and community organizations to make a positive impact on our community.