Design. Pursue. Achieve.
Design: True customization and building an exceptional experience. Holistic advice offering comprehensive financial plans, wealth management solutions and related consulting services.
Pursue: Clear and sensible strategies designed to help you stay on track even in uncertain times.
Achieve: It’s not about perfect, it’s about the process. Progress is no accident. It requires diligence and consistency.
How We Invest: We understand that fees create a drag on investment performance. We manage portfolios by selecting low cost, tax efficient investments. This results in cost efficiencies which benefit our clientele. Do you know what your all-in costs are? We help to minimize the layers of fees.
Creating wealth comes in a variety of forms. Whether you are an entrepreneur, real estate investor, corporate executive, or a successful retiree, we help you think through all the moving parts. We analyze what you’ve already built and together develop and implement a plan designed to help you get you where you want to be.
Fiduciary Standards: Our advisory business was founded and operates based on what is in our client’s best interest. We take the highest level of responsibility with handling our client’s accounts.
Planning For Business Owners: You have a business. With that comes taxes, risk management and cash flow to consider along with a plan for succession. This takes more and more time away from what you do best. We bring focus, expertise and coordination with your other professionals to help you make more informed decisions.
Your Living Legacy: We start by asking the questions that are too often overlooked. We recognize that your financial and business decisions effect more than just you. There are people and causes that you care about; we help you create a lasting footprint during your lifetime as well as afterward.
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.
