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Wallender, Timothy Joseph

EST. AUM
$137,315,774

CONTACTS
1

CLIENT ACCOUNTS
257

Firm Details

Metro area Los Angeles
CRD Number 138301
Website strategicindex.com
Client types

Overview

Strategic Index Money Management is an investment management firm that applies Modern Portfolio Theory, guided by Certified Financial Planners (CFP). The firm creates and adjusts portfolios based on clients' risk objectives, incorporating a mix of domestic and international index funds, along with various asset classes. It aims to reduce turnover and trading costs, using no-load funds with no additional fees or commissions. The firm has offices in Manhattan Beach and La Quinta, CA, and provides services in retirement planning, portfolio management, and general financial planning. TD Ameritrade serves as the custodian for client portfolios.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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