About Us

StreamSong Advisors emphasizes building relationships as we build portfolios. This enables us to take a client-centric approach and offer direction in ways that are purposeful. As a Registered Investment Advisor (RIA), we create customized, impartial portfolios tailored to meet each client’s specific profile and needs. Our holistic, process-driven approach to investment management and financial planning allows us to find solutions that are both personalized and based on sound financial principles.

We are Client-Driven

Acting as a fiduciary, StreamSong Advisors always sits on the same side as the client. With no outside interests, we are proud to put you and your family first 100% of the time. We understand how important your assets are to you. Our experience working with a diverse client base has positioned us to ensure client satisfaction along a broad spectrum of needs, interests, and complexities. For these reasons, we aim to provide personalized solutions designed for your unique situation.

The StreamSong Difference

With no commission, revenue sharing, or kickbacks, we ensure complete objectivity that aligns our interests with yours. While many firms rely on cookie-cutter models when working with clients, StreamSong’s boutique services allow for personalized and entirely customized investment management. This includes making tactical moves as the market changes to exploit opportunities while mitigating risk. We routinely seek out exclusive investment opportunities to help construct your distinct portfolio. Additionally, our utilization of proprietary research tools aids us in understanding and analyzing individual investments. At StreamSong, we navigate your individual challenges and aspirations as we guide you along a stream of prosperity.

Our Services

 

Investment Management Services

 

Personal Services

 

Business Services

Our Team

We manage assets for individuals and families, providing investment management and financial planning services.

Blogs

How to Stay Invested in Volatile Markets Without Losing Sleep

Thomas A. Braun |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Thomas A. Braun |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...

Planning for the Future: Essential Steps to Secure Your Retirement

Thomas A. Braun |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...

FAQ

Q

How Do I Get Started?

It is as easy as setting up an account with one of our recommended custodians, funding the account, and signing the necessary forms that allow us to make trades on your behalf. While most of which can be handled electronically, we are happy to accommodate to your needs and desired level of comfort. 

Q

How Do We Charge?

StreamSong Advisors operates by charging a percentage of the investment balance that we manage for our clients. This percentage decreases as the portfolio grows, and this amount is automatically deducted from the account on a quarterly basis so our clients never have to write a check or worry about managing a bill. StreamSong Advisors always sits on the same side of the client. We do not get paid commissions or kickbacks from any investment products–ensuring our total objectivity.

Q

How Can I Access My Account Once It Is Set Up?

Our clients are able to access their accounts in real time by logging onto either TD Ameritrade or Charles Schwab using a personalized, secure login and password. You can view your account through the “Client Access” tab on our site. This will allow you to view trades, positions, cash balances, and any transactions such as dividends and interest.