Our Story

Our Story

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Strategic Asset Management, Inc., a full service comprehensive St. Louis based financial advisor, financial planning, and tax planning firm, was founded in 1991 by Si Seibert CWS© RFC, the firm's President.

As an independent financial advisor and financial planning firm we do not have limited resources to help you pursue your goals ... unlike many brokerage firms. Therefore we can search the various investment vehicles and companies available to address your dreams and goals. Additionally, through our vast network of specialized professionals we have the added resources of other experts to handle the most complex financial issues.

Our goal is to provide each client with a personalized financial, tax, and legacy plan which may help them potentially accomplish:

  • Increased asset value while maintaining reduced risks
  • Reduction of personal income, business, or estate tax
  • Sufficient supplemental income for your retirement years
  • Legacy planning beyond you - for the people, organizations, and charities that are important to you

We pride ourselves in developing personalized financial plans that are designed specifically for the individual client's dreams, goals and objectives. These financial plans provide our clients an easy to understand financial roadmap to follow and are updated on an ongoing basis as needed by changes in our client's personal and family situation.

We work with individuals, families, and corporations providing them professional financial advice on:

  • Asset allocation and investment management
  • Income tax reduction planning
  • Proper insurance coverage for risk management
  • Lump sum distribution investment advice
  • Planning for retirement or education funding
  • Post retirement income maximization
  • Estate tax planning to avoid costly probate and estate tax

We closely work with leading outside Registered Investment Advisors to manage client's various investment portfolios. We offer fee based (Passive, Active, or Tactical) asset management of taxed, tax deferred, and tax advantaged mutual fund portfolios, ETF portfolios, and stock portfolios. Also, fee based asset management programs are available for your individual 401k or 403b retirement plans at work. These important ongoing asset allocation management programs are available to our clients for various risk models from Conservative, Moderate, or Aggressive portfolios, depending on their individual risk profiles.

An initial consultation is provided at no charge or obligation so that you may evaluate our specialty, in your particular situation, without pressure or cost.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Services, Inc. A Registered Investment Adviser.

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

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