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Company News2019-06-11T11:10:00-04:00

October 2018

Congratulations, Stephen!

By |October 11th, 2018|

Our warmest congratulations to Stephen Semer, who recently passed the FINRA examination to receive his Series 7 license. After seven years in banking, Stephen joined Strategence Capital in June 2018. He enjoys the challenges of [...]

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June 2018

We’re growing

By |June 12th, 2018|

At Strategence Capital we are constantly striving to raise the bar on our ability to deliver extraordinary service to our clients. As such, I am very pleased to announce the recent addition of Stephen Semer [...]

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September 2017

Strategence in the Media

By |September 16th, 2017|

A Growing Fiduciary Concern: Have “State-of-the-Art” Investment Menus Backfired? The article is provided as general information only, is not intended to provide specific advice or recommendations for any individual and does not represent our views [...]

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January 2017

Tim Stoller Nomination

By |January 3rd, 2017|

Strategence founder Tim Stoller was nominated to NAPA’s 2017 Top Advisors Under 40 list. On its website, NAPA, the National Association of Plan Advisors, says, “based on a combination of voting by NAPA members and [...]

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