Gary Price

Provides investment advice

Develops and markets systems & softwares

Strategic Capital Group (SCG) is an absolute return-focused investment advisor. Their investment philosophy and strategy is designed to offer downside protection during times of receding value while eliminating the need to specifically time the sharp swings of equity performance. SCG believes that active managers can and do add value to a portfolio. Within the equity allocation, they formulate a tactical weighting of large, small, mid-sized and international companies that fit into the investment committee's outlook. They screen the universe of money managers and hire the best for each specialty. Each money manager supplies SCG with the 10 to 15 stocks in which they have the most confidence, allowing the firm to capture the highest conviction positions out of each manager's portfolio, typically 30 to 50 positions. The alternative investment allocation focuses on a diverse set of alternative investment strategies, including long/short, relative value, event driven and tactical trading. It is designed to provide returns less correlated to conventional equity and fixed-income markets. The objective of the allocation is to generate positive absolute returns with less risk and volatility than the traditional markets. The goal of the absolute return strategy is capital appreciation with an emphasis on capital preservation while the directional strategy targets equity-like returns with less volatility than long equities. The goal of the fixed-income allocation is capital preservation, income production and diversification which follows a core/satellite strategy. The core is built around the broad base aggregate/municipal index, 50% to 75% of the overall allocation, while satellite positions are dictated by current market opportunities and will include, high yield, floating rate, inflation protected, corporate credit, MBS and an alternative fixed position.

Strategic Capital Alternatives (SCA) offers Model Portfolio Management through a variety of investment models including: Preservation, Optimal Balanced, Moderate Growth, Opportunistic Growth, Equity/Concentrated Equity, Custom UMA and Fixed Income. The primary objective of the SCA's Preservation Strategy is to preserve capital and produce a return that is greater than the risk free rate of returns after fees. SCA's Optimal Balanced Strategy seeks to produce the optimal risk-adjusted rate of return when compared to a traditional balanced allocation. The firm's Moderate Growth Strategy is designed to produce moderate equity returns with reduced volatility. The primary objective of the Opportunistic Growth Strategy is to produce moderate equity returns with less volatility when compared to traditional equity markets. SCA's Custom UMA Strategy is to produce a more optimal risk-adjusted rate of return than traditional stock and bond allocations. Each of these strategies use a 3-Dimensional Asset Allocation Strategy as opposed to the traditional asset allocation between stocks and bonds. Non-correlated, alternatives are added to the portfolio to reduce the volatility associated with traditional stock and bond asset allocations. The SCA Equity/ Concentrated Equity Strategy seeks to capture long-term capital growth by utilizing a concentrated portfolio of equities that aim to generate above benchmark return. Sub-advisors are hired to provide a high conviction list pursuant to its custom mandate. As a result, clients benefit from a portfolio that leverages the combined wisdom of of money managers. The firm's Fixed Income SMA portfolio follows a core/satellite approach. The foundation of the portfolio are individual bonds. The portfolio of bonds are then diversified with opportunistic fixed income to address the current risks of the bond market.^

Functions as a College/University