Business Details
25 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Strategy Asset Managers has been dedicated to providing tailored financial solutions since 2001. Our firm combines institutional expertise with personalized service, operating from offices in Pasadena, California, and Woodcliff Lake, New Jersey. With decades of collective experience, our team specializes in portfolio design, wealth protection, growth strategies, and comprehensive financial planning for individuals, family offices, and institutional clients. We prioritize understanding each client's unique financial goals, risk profile, and return expectations, ensuring customized solutions that align with long-term objectives.Our commitment to excellence is reflected in our disciplined team approach, prudent asset allocation, and sound security selection, designed to deliver exceptional performance across market cycles. As a Registered Investment Advisor, we adhere to the highest standards of fiduciary responsibility, offering transparent communication and personalized service to guide clients through complex financial landscapes.
Services
Wealth Management
Investment Management
Retirement Planning
Insurance Services
Family Office Solutions
Details
- Year established: 2001
Highlights and features
- We offer decades of experience in institutional and individual wealth management.
- Our team provides personalized service with customized financial solutions.
- We combine disciplined portfolio management with prudent asset allocation strategies.
- Our fiduciary commitment ensures transparent and ethical financial guidance.
- We serve clients globally from strategically located offices in three U.S. states.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Wealth Management
Our wealth management services integrate portfolio design, risk management, and long-term financial strategy. We work closely with clients to understand their unique goals, creating customized plans that address asset growth, preservation, and intergenerational transfer. This comprehensive approach ensures alignment with each client's life aspirations and financial objectives.
Investment Management
We offer strategic investment management with a focus on institutional-quality portfolio construction. Our approach combines global equity strategies, dividend-focused investments, and balanced market-oriented solutions to optimize returns while maintaining appropriate risk parameters tailored to individual client needs.
Retirement Planning
Our retirement planning services develop sustainable income strategies for clients' post-career years. We analyze current assets, future needs, and market conditions to create withdrawal plans that maintain financial security while preserving capital for legacy goals and philanthropic intentions.
Family Office Solutions
We provide specialized family office services addressing multi-generational wealth transfer, estate planning, and philanthropic strategies. Our team coordinates with legal and tax professionals to implement solutions that protect assets, minimize tax exposure, and align financial resources with family values and long-term objectives.
Insurance Services
Our insurance services focus on comprehensive risk mitigation strategies. We evaluate clients' exposure to financial risks and design customized insurance solutions that protect assets, ensure business continuity, and provide security for dependents while integrating with overall wealth management plans.
People
Thomas W. Hulick
CEO, Managing Partner
Thomas W. Hulick leads Strategy Asset Managers with over three decades of investment management experience. He specializes in portfolio strategy and client advocacy, ensuring the firm's commitment to personalized service and long-term financial planning excellence.
David J. Chong
Director of Financial Planning
David J. Chong brings extensive expertise in comprehensive financial planning, focusing on tax-efficient strategies and retirement solutions. He helps clients navigate complex financial decisions with personalized guidance aligned with their life goals.
Joseph Traba
Chief Investment Officer
Joseph Traba oversees investment strategy and portfolio management. With deep market analysis experience, he develops diversified investment approaches that balance growth potential with risk management for institutional and individual clients.
Victor Martinez
Director, Senior Wealth Advisor
Victor Martinez specializes in wealth transfer strategies and estate planning. He works with high-net-worth clients to preserve assets across generations while maintaining compliance with evolving tax regulations and legal requirements.
Dennis Zaslavsky
Director, Senior Wealth Advisor
Dennis Zaslavsky, a CFA charterholder, focuses on portfolio construction and client relationship management. His analytical approach to investment solutions ensures clients receive data-driven recommendations tailored to their specific financial circumstances.
Questions
What services does Strategy Asset Managers offer?
We provide wealth management, investment management, retirement planning, insurance services, and family office solutions tailored to individual and institutional clients.
How does SAM personalize financial plans?
We conduct comprehensive assessments of each client's financial goals, risk tolerance, and life objectives to create customized strategies that evolve with changing circumstances.
Who are SAM's typical clients?
We serve high-net-worth individuals, family offices, institutional clients, and business owners seeking specialized financial planning and investment management solutions.
What areas does SAM serve?
While based in California, New Jersey, and Connecticut, we provide virtual services nationwide and work with clients globally through our digital family office platform.
How does SAM approach investment management?
Our approach combines institutional expertise with personalized portfolio strategies, including global equities, dividend-focused investments, and balanced market-oriented solutions tailored to client needs.
What makes SAM different from other firms?
We combine decades of institutional experience with personalized service, maintaining a fiduciary commitment to transparent advice and customized solutions that align with clients' long-term objectives.
