Strive Asset Management is an asset management firm based in Columbus, Ohio, with a mission to restore the voices of everyday citizens in the American economy by encouraging companies to focus on excellence over politics. The company offers a range of investment products, including various ETFs (exchange-traded funds) that provide exposure to different sectors and markets, such as the Strive 500 ETF, Strive Mid-Cap ETF, and Strive International Developed Markets ETF. Strive also provides wealth management services, with a dedicated team of advisors who help clients craft plans to build and protect their wealth. The company believes in shareholder primacy and maximizing long-run value for investors. Strive Investment Management, located in American Fork, Utah, is a full-service investment advisory and financial planning firm serving clients from diverse backgrounds and income levels. They offer comprehensive financial planning and investment advisory services, including 401(k) management, inheritance planning, tax efficiency, and estate planning.
Characteristics | Values |
---|---|
Mission | To maximize value for clients by leading companies to focus on excellence and restore the voices of everyday citizens in the American economy |
Address | 6555 Longshore St. Dublin, OH 43017 |
[For media and press inquiries](mailto:[email protected]) | |
Phone | Not available |
Website | www.strivefunds.com |
Types of Funds | ETFs, model portfolios, pooled employer plan (PEP), direct indexing separately managed accounts (SMAs) |
Types of ETFs | Strive 500 ETF (STRV), Strive Mid-Cap ETF, Strive Small-Cap ETF (STXK), Strive 1000 Growth ETF (STXG), Strive 1000 Value ETF (STXV), Strive 1000 Dividend Growth ETF (STXD), Strive International Developed Markets ETF (STXI), Strive Emerging Markets Ex-China ETF (STXE), Strive U.S. Energy ETF (DRLL), Strive U.S. Semiconductor ETF (SHOC), Strive Natural Resources and Security ETF (FTWO), Strive Total Return Bond ETF (STXT), Strive Enhanced Income Short Maturity ETF (BUXX) |
Brokerage Firms | E*TRADE from Morgan Stanley, Pershing Netxinvestor |
Clients | From different backgrounds and income levels, often with at least $350,000 in investable assets |
Services | Creating, implementing, and managing a personalized financial plan, organizing financial situation, moving and managing 401(k) money, inheritance planning, maximizing employer's stock option and stock grant opportunities, estate planning, tax efficiency |
What You'll Learn
Strive's range of ETFs
Strive Asset Management offers a range of ETFs (Exchange-Traded Funds) that provide investment options comparable to other asset managers. The key distinction of Strive's ETFs is their value maximization approach to shareholder voting and engagement.
The Strive 500 ETF (STRV) is passively managed and offers broad market exposure to 500 of the largest publicly traded stocks in the US. The Strive Mid-Cap ETF tracks the total return performance of an index composed of US mid-capitalization companies, excluding fees and expenses.
The Strive Small-Cap ETF (STXK) is a passively managed fund that seeks exposure to the smallest 600 corporations by market capitalization of the Bloomberg US 1500 Index. The Strive 1000 Growth ETF (STXG) and Strive 1000 Value ETF (STXV) are also passively managed, focusing on US equities exhibiting growth and value characteristics, respectively.
The Strive 1000 Dividend Growth ETF (STXD) targets US equities with a history of consistently growing dividends. The Strive International Developed Markets ETF (STXI) provides international exposure to large- and mid-cap corporations in developed markets outside the US.
The Strive Emerging Markets Ex-China ETF (STXE) offers exposure to large- and mid-capitalization equity securities in 24 emerging market economies, excluding China. The Strive U.S. Energy ETF (DRLL) tracks the performance of an index composed of large- and mid-cap US-listed equities in the energy sector.
The Strive U.S. Semiconductor ETF (SHOC) provides broad market exposure to the US-listed semiconductor sector. The Strive Natural Resources and Security ETF (FTWO) focuses on companies engaged in national security and natural resource security.
Additionally, Strive offers the Strive Total Return Bond ETF (STXT), an actively managed fund providing core fixed-income exposure. The Strive Enhanced Income Short Maturity ETF (BUXX) is another actively managed fund with a duration of one year or less, investing in structured credit, US Treasuries, and agency-backed bonds to enhance income while minimising price volatility.
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Strive's investment philosophy
Strive Asset Management is an investment advisory and financial planning firm with headquarters in Columbus, Ohio, and another location in American Fork, Utah. The company's mission is to maximise value for its clients by encouraging companies to focus on excellence over politics, and to restore the voices of everyday citizens in the American economy.
Historical data presented by Strive shows that American shareholder capitalism has outperformed European stakeholder capitalism by 3.45% annualised over the past 35+ years. Despite this, Strive notes that shareholder capitalism is once again at risk in America. Influential corporations and fiduciaries are shifting their focus to stakeholders, incorporating non-financial factors under the umbrella of environmental, social, and governance (ESG) risk factors. Strive argues that this shift will negatively impact investors, citing the average pension fund and 401(k) account balances, which are already underfunded.
Strive offers a range of investment options, including various Exchange-Traded Funds (ETFs) targeting different segments of the market, such as the Strive 500 ETF, Strive Mid-Cap ETF, and Strive Small-Cap ETF. The company also provides model portfolios designed to be affordable and customisable, allowing advisors to meet their clients' exposure and risk preferences.
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Strive's financial planning services
Strive Asset Management is an asset management firm that offers financial planning services to its clients. The company is based in Columbus, Ohio, and is committed to restoring the voices of everyday citizens in the American economy by encouraging companies to focus on excellence. Strive's financial planning services include:
- Providing investment options: Strive offers a range of investment funds, including ETFs (exchange-traded funds) such as the Strive 500 ETF, Strive Mid-Cap ETF, and Strive Small-Cap ETF. These funds provide investors with exposure to different segments of the market, such as large US publicly traded stocks, mid-capitalization companies, and small corporations.
- Wealth management: Strive Wealth Management pairs clients with a dedicated team of advisors who help craft comprehensive financial plans. They offer innovative strategies to protect and grow wealth, aiming for true financial freedom.
- Corporate governance: Strive uses its influence to lead companies towards a focus on excellence. They believe in shareholder primacy and maximizing long-run value for investors, as opposed to the stakeholder model adopted by some European countries.
- Retirement planning: Strive offers the Strive Pooled Employer Plan (PEP), which allows businesses to provide 401(k) retirement plans to their employees. This plan combines experienced retirement service providers with Strive's investment philosophy of putting shareholders first.
- Tax efficiency: Strive assists clients with tax efficiency in their investments and overall financial planning.
- Estate planning: Strive provides guidance on effective estate planning and end-of-life issues, helping clients prepare for the future.
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Strive's investment advisory services
Strive Investment Management is a full-service investment advisory and financial planning firm located in American Fork, Utah. The company's mission is to maximise long-run value for its clients by leading companies to focus on excellence. They believe that the foundation for achieving important financial goals is a comprehensive written financial plan, which they create and manage for their clients.
Strive's clients come from diverse backgrounds and income levels, although they often have at least $350,000 in investable assets. The company offers a range of services, including organising and making sense of financial situations, developing comprehensive and easy-to-understand financial plans, managing 401(k) money, providing investment choices, preparing for and managing inheritances, understanding and maximising employer stock options, guiding through estate planning, and assisting with tax efficiency.
Strive's investment philosophy is centred around shareholder primacy, prioritising the financial interests of its clients. They believe that shareholder capitalism has historically outperformed stakeholder capitalism and aim to increase long-run capital market returns by restoring free-market capitalism.
Strive offers a variety of investment options, including ETFs (Exchange-Traded Funds) such as the Strive 500 ETF, Strive Mid-Cap ETF, Strive Small-Cap ETF, Strive 1000 Growth ETF, and more. These ETFs provide exposure to different segments of the market, such as large US publicly traded stocks, mid-capitalization companies, small corporations, and US equities exhibiting growth or value characteristics.
In addition to their investment advisory services, Strive also provides wealth management solutions. They pair clients with a dedicated team of advisors who craft plans that go beyond simply building wealth, offering innovative strategies to protect and create a path towards true financial freedom. Strive's wealth management services include the Strive Pooled Employer Plan (PEP), direct indexing Separately Managed Accounts (SMAs), and more.
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Strive's model portfolios
Strive Asset Management offers a range of investment options, including various ETFs (exchange-traded funds) and model portfolios. In this response, we will focus on their model portfolios, which are designed to provide a customizable and affordable approach to portfolio management.
The model portfolios are designed to cater to different client needs and risk preferences while adhering to Strive's strict pro-fiduciary duty mandate. There are eight portfolios to choose from, each offering a unique combination of investments to meet specific financial goals and risk tolerances. While the exact composition of each portfolio is not publicly available, they likely include a mix of stocks, bonds, and other securities from various market capitalisations and sectors.
One of the key advantages of Strive's model portfolios is their customisability. Advisors can work with their clients to select the portfolio that best aligns with their investment objectives and risk tolerance. This flexibility ensures that investors can tailor their investments to their specific needs.
Additionally, Strive's model portfolios are designed to be affordable. They provide a cost-effective solution for investors who want to access a diverse range of investments without incurring high management fees. By offering a variety of portfolios, Strive enables investors to find an option that suits their financial capabilities.
To learn more about Strive's model portfolios, individual investors are encouraged to direct their advisors to the appropriate regional contact for further information. This way, investors can receive personalised guidance that takes into account their unique financial circumstances and goals.
In summary, Strive's model portfolios offer a flexible, affordable, and client-centric approach to investment management. With a strong focus on shareholder value and customisation, these portfolios enable investors to align their investments with their financial objectives and risk preferences.
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Frequently asked questions
Strive Asset Management's mission is to maximise value for their clients by leading companies to focus on excellence. They believe in shareholder primacy and aim to restore the voices of everyday citizens in the American economy.
Strive offers a comprehensive range of investment options, including various ETFs, model portfolios, and direct indexing separately managed accounts. They are committed to protecting their clients' privacy and customising their services to meet specific needs and goals.
You can sign up to meet with a Strive advisor on their website. They also provide contact information for regional representatives and encourage individuals to direct their financial advisors to the appropriate regional contact for further information.
Strive Asset Management caters to clients from various backgrounds and income levels. While they often work with clients who have at least $350,000 in investable assets, they create personalised financial plans tailored to each client's specific needs and goals.