Business Description
At Strategic Group we are caring financial advisors with an expertise in active investment management. We offer high-quality advice and valuable insight into the world of finance. Our number one goal is managing risk, or what we like to describe as the "sleep-at-night" factor. We listen to our clients, guide them with thoughtful and caring advice, and implement an actively managed investment strategy to help them reach their goals. We utilize fundamental analysis, technical analysis and trend following techniques to provide risk management with an exit strategy and the flexibility to fit each individual client's investment objectives. In addition to Portfolio/Asset Management, we offer also offer financial planning services. These service range from retirement and estate planning to tax saving strategies and alternative investments.
General Information Gender:    Male CRD#:    1183383 Firm CRD#:    113403 SEC File#:    801-67991 Insurance License#:    117001 Name of Custodial Firm:    TD Ameritrade States Licensed in:    OR, WA, TX States Willing to do Business in:    All States Years of Experience in Financial Services:    28 Number of Years with Current Firm:    10 Work Experience:    Mr. Meyer, founder of Strategic Group, is passionate about helping people meet their retirement and investment dreams. He has 28 years of experience in the financial industry. I work with the following types of clients:    Individual Investors, Businesses
Education Academic Background   Degree in Finance and Marketing - Portland State University (1979)
Services Investment Types:    Options & Futures, Mutual Funds, Commodities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Bonds, Stocks
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) Securities Licenses:    Series 66, Series 63, Series 24, Series 22, Series 7, Series 6 Insurance and Annuity Licenses:    Long Term Care, Annuity, Life Financial Organization Memberships:    Million Dollar Roundtable Non-Financial Organization Memberships:    Bill serves on the board of the Vaux and is the sponsor of the Meyer Scholarship of Portland State University
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    65 Firm's Number of Managed Clients:    65 Assets Managed by Firm:    $20M
Compliance Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Compensation Methods:    Hourly, Flat Fee, Based on Assets Fee % Based on Assets:    Ranges Hourly Rate:    $75 - $250 Flat Fee Rate:    $1,000 + Additional Details on Charges:    Fees for assets under management are based on a the portfolio size. Please call for more information. Minimum Fee Charged for Managed Accounts:    $70 Minimum Fee Charged for Hourly Planning Accounts:    $75
Prepared By:	Bill Meyer

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	What services do you provide? What are your specialties?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

Q.	What are your management fees?

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Q.	Do you have a customer satisfaction or refund policy?
Yes, this information is in our ADV part 2.

Q.	What are your qualifications? What is your education background?
Each of our advisors have different qualifications and expertise. This one of the reasons we work as a team, which is a benefit for our clients.

Q.	What is your approach to financial planning?
“Seek to understand before being understood,” meaning we want to listen, understand your situation, and then give you the best advice we can to help you reach your objectives.

Q.	What services do you offer?
We are full service financial planning and investment adisor (portfolio management) firm.

Q.	Will you be the only person working with me?
We work in a team environment. You will have a primary advisor, however each advisor can help you depending on your needs.

Q.	How are you compensated? How will I pay for your services?
We are a fee based firm.

Q.	Do you offer any guaranteed results?
No.

Q.	How much risk should I be willing to take?
In order to determine this answer we spend a lot of time talking and evaluating your needs and risk tolerance.

Q.	What services do you provide? What are your specialties?
We provide asset management and financial planning. We utilize fundamental analysis, technical analysis and trend following techniques to provide risk management with an exit strategy and the flexibility to fit each individual client’s investment objectives.

Q.	What financial institution(s) do you represent?
We are independent. We are not bound nor do we get any kind of incentive to invest in any specific mutual fund or stock.

Q.	How do you charge for your services?
Fee based.

Q.	Do you provide a free initial consultation?
Yes

Q.	Why should I choose you as my financial advisor?
Our number one goal is managing risk, or what we like to describe as the “sleep-at-night” factor. We listen to our clients, guide them with thoughtful and caring advice, and implement an actively managed investment strategy to help them reach their goals.

Q.	What are your management fees?
We provide 401(k) plan services for companies on a limited basis. Please call for more information.