Specialties

Strategic offers Financial Planning, Employer Retirement Plans, Investment Management, Wealth Management and more.

History

Established in 1979.

In the late 1970s, Strategic's founder, Alan Leist Jr., recognized an opportunity to redefine the investment management industry by offering the highest level of quality and service to clients. The firm's focus on long-term goal-based investing and financial planning set what is now the industry's standard of excellence and established Strategic as one of the first true 'Wealth Managers'. That unique approach drove growth at the firm one relationship at a time through client and professional referrals. Today, a growing team of 35 diverse but like-minded team members manages and advises on over $1.75 billion of client assets. As was the case on day one, our core purpose remains the same "...to help people live a great life.

Meet the Business Owner: Alan Leist III, CFA L.

Steadfast Leader. Dissector of Markets. Passionate Client Advocate. Alan specializes in investment management work for high-net-worth clients and institutions. He is also responsible for leading Strategic's overall business activities. Alan has spent his 20+ year investment career as a passionate advocate for his clients in the market. He spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners, partnering with the world's leading mutual funds, hedge funds and research analysts to implement investment strategy. Alan returned home to Upstate New York in 2005, bringing with him a unique industry experience and perspective on the markets. Credentials: Chartered Financial Analyst (CFA) Charterholder MBA, The Johnson School of Management at Cornell University BA, Economics, Colgate University