What matters to you?
PASSION | COLLABORATION | INSIGHT
Our clientele is passionate about the work they do, the activities they enjoy and the businesses they run. They genuinely care about their families, their communities and their relationships. Personal wealth management and financial planning can be complicated and is riddled with additional challenges when owning a business. We are here to help you.
Holistic Approach
GUIDANCE FOR YOUR WHOLE LIFE
Personal finances mean different things to all of us. That is why we make it a priority to get to know each client as a person and focus on their perspective. We offer a highly customized, purpose and value driven approach to strategic planning and decision making.
Independence
THE FREEDOM TO FOCUS ON YOU
As a boutique independent Registered Investment Advisor (RIA), the advisors of Strategy Cap are not employees of a large investment or financial services firm, or bank. We’re also small business owners; we aren’t pressured or distracted by corporate interests. We value integrity, commitment and respect. Our work is done in our client’s best interest.
Strategy Cap LLC (ABN Strategy Cap) is a Registered Investment Adviser registered in the States of Oregon (our home state), Washington, and Texas. The Adviser and its representatives may only offer or transact advisory services / advisory business in states where it is appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Fixed insurance products and services are offered by Daniel Evans through DJE Financial Inc. and by Jared Pearson through JP Financial Inc. DJE Financial Inc., JP Financial Inc. and Strategy Cap are all separate entities.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. A client service agreement is required for Strategy Cap LLC and/or its representatives to provide advice.
