TITLE

Strategic Financial eyes $1B in assets

AUTHOR(S)
POLTENSON, NORMAN
PUB. DATE
March 2013
SOURCE
Business Journal (Central New York);3/15/2013, Vol. 27 Issue 11, p1
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers information regarding asset management of Strategic Financial Services Inc. It presents views of Alan R. Leist, the senior portfolio manager at Strategic Financial Services, Inc. for spending 1 billion dollars in assets. It mentions that Strategic Financial has appeared regularly in Barron's Top 100 Financial Advisors, based on assets managed, revenue produced, and quality of practice.
ACCESSION #
86434344

 

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