Strategic Portfolio Advisors is an independent investment advisory and portfolio management company founded by Todd M. Jones. Based in Long Beach, CA, Todd has been serving clients in Southern California and the west since 1985.
Our company takes a personalized approach to portfolio management. The relationship we have with our clients is at the core of our philosophy. We strive to have a crystal clear understanding of our clients’ financial goals & needs before we build and manage their portfolio. We see it as a collaboration for success.
We Are A Fiduciary
Importantly, as a Fiduciary, we adhere to strict ethical standards that support your best interests. Fiduciaries are legally required to do this for clients, but we don’t stop there.
Always In Your Behalf
Since we don’t sell commission-based financial products or charge fees for trades, our focus never sways from what’s best for your portfolio’s long-term success. We know that a client’s needs may change and the market landscape is constantly in flux. That’s why our connected personal approach is so important.
No two investors are alike. We take the time to understand your goals, timeframes, and how you want your money to work for you. We craft a customized portfolio designed to reflect your personal needs and investment criteria. That includes all investment options—stocks, bonds, ETFs, REITs, global, domestic, etc. And we’re committed to always being transparent and forthright about our recommendations.
Strategic Asset Allocation
Most investors know that a combination of equities from different asset classes can provide both portfolio growth and stability even during periods of volatility. We take the time to understand your goals, risk tolerance, and timetable before recommending a strategic allocation designed specifically for you.
A Win Win Fee Structure
Simply put, our compensation is a flat management fee based on your portfolio’s size. So when your account grows, it’s beneficial to both of us. No commissions from financial products, and no trade fees for buying & selling equities. We prefer a clean unbiased approach motivated solely by a growing portfolio.
Todd Jones brings decades of investment and portfolio management experience to the table and a family lineage that can only come from three generations in the financial services industry. As President & Chief Investment Officer of Strategic Portfolio Advisors, Todd has grown the company based on the pillars of professionalism, integrity, and a level of personal focus that stands out in the industry.
Todd graduated from Long Beach Community College District, serving as Student Body President in 1982. After his tenure at LBCC, Todd graduated in 1985 from the University of Southern California (USC), where he earned his Bachelor’s Degree in International Relations & Political Science. Todd is a long-time resident of Long Beach, California, and has been active in the community throughout the years. Todd’s passion for the industry developed when he was in middle school; he spent countless hours with his grandfather learning the ins and outs of portfolio management. One of Todd’s fondest memories includes his grandfather giving him the tedious task of “Charting Stocks.” After this experience, Todd was hooked, and he started to chart his own path toward success in the industry.
Todd has been in the investment services industry for over 36 years. He is married to Mana and has a son (Aidan), a daughter (Ashley), and a dog named Reagan. He is committed to his community and is active in his church. Todd and his family enjoy traveling together and exploring the great outdoors.