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At Strategic Asset Conservation
we’re very proud to be able to say:
- We don’t have a single client who has lost money in the stock market since March of 2000, not even amid the Financial Meltdown since October of 2007.
- We’ve never lost an existing client to a competitor firm.
- Neither Strategic Asset Conservation nor its advisors have ever had a consumer complaint in over 22 years in private practice.
- While many valley brokerage firms have laid off staff and consolidated offices since the Financial Meltdown began, we’ve retained all our key personnel, and just expanded our Scottsdale office for the third time in just the last five years.
“Yield, Safety, and a Relationship”
At Strategic Asset Conservation, we offer our clients all three:
- Yields: Market-linked interest without the market risk, with rates credited by some of the strongest, well-capitalized and well-managed institutions in the country. Many of our clients have seen yields averaging 3 to 5 times those of CDs, while maintaining their principal and each year's earnings without loss.
- Safety: The peace of mind that comes with knowing that your funds are never at risk to a volatile or declining stock market, and easily accessible within hours.
- A long-term, often multi-generational Relationship based upon common values, shared goals, and a commitment to accessibility, objective advice, and extraordinary client service with a personal touch.
We Are Proud Members Of:
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