At Strategic Income Group, we believe that investments should strive to do more than just generate returns—they should have a meaningful impact on the world while aligning with our values. While many investment advisors focus exclusively on risk, return, and taxes, we take it a step further by asking: How do your investments impact the communities we live in?
Our proprietary Avoid, Amplify & Advance process helps clients invest in opportunities that seek to balance financial performance with positive, values-driven outcomes.

Avoid – Excluding What Doesn’t Align

We begin by identifying and excluding investments that don’t align with our core values. Through negative screening, we strive to avoid sectors and companies involved in harmful or unethical practices. While we work to exclude such investments, it’s important to note that perfect alignment with all criteria is not always guaranteed.

Amplify – Strengthening Positive Investments
Next, we focus on amplifying investments that contribute to positive outcomes in society. We seek to include companies and opportunities that reflect strong ethical practices and a commitment to community impact. By using custom indexing aligned with our values, we aim to ensure that portfolios are constructed with investments that reflect these principles.

Advance – Encouraging Long-Term Impact
Finally, we seek to advance long-term, positive change through investments that reflect our commitment to fostering a better future. By selecting investments that promote social good, ethical governance, and community development, we strive to align financial success with making a lasting difference in the world.

Ongoing Research & Due Diligence
In 2008, CEO Mike Gauthier began a rigorous 90-day review process, where every quarter, 8-10 investment managers present their firm’s research, views, and products. This process fosters competition, ensuring we are always seeking out the best opportunities. Mike carried this review process over to Strategic Income Group when he founded the firm in 2013, and it continues to this day. Additionally, members of our investment committee attend multiple conferences across the U.S. each year to stay on the cutting edge of impact investing. Clients are welcome to attend these meetings to observe our thorough evaluation process.

Balancing Risk, Return, and Impact
Our goal is to provide value by balancing risk, return, and impact. We charge fees based on the assets we manage, ensuring our success is tied to yours. We strive to lower risk, maximize after-tax returns, and create positive impact, all while aligning with our core values.

Sophisticated Strategies for Optimized Returns

We also employ sophisticated financial strategies to help enhance returns and reduce taxes, including:

• Tax Loss Harvesting:
  Reducing taxable gains and maximizing retained wealth.
• Alternative Investments:
  Providing access to private credit, private equity, and private real estate to complement traditional portfolios.
• Hedging Strategies:
  Managing portfolio risk through advanced techniques.

Charitable Solutions for Maximized Impact

For clients seeking to maximize their charitable giving, we offer strategies such as:

• Donor-Advised Funds (DAFs):
  Simplifying philanthropy and potentially reducing taxes.
• Qualified Charitable Distributions (QCDs):
  Providing tax-efficient ways to give directly from retirement accounts.
• Comprehensive Financial Planning
  At Strategic Income Group, we are committed to a comprehensive approach to wealth management. We strive to offer our clients strategies that not only meet financial objectives but also align with the values we uphold.
• Our Avoid, Amplify, and Advance framework is designed to help clients grow their wealth while making a positive, lasting impact. We are dedicated to helping you achieve financial success while striving to create a better world.