Wealth Management ยท Rancho Mirage, CA

Confident Growth.
Professional Stewardship.
Lasting Value.

Strategic Asset Logistics, LLC provides disciplined wealth management with a focus on clarity, integrity, and measurable outcomes. This site is informational only โ€” we do not sell products or process payments online.

About Strategic Asset Logistics, LLC

Entity Number: 202016110315

Address: 1 Bryn Mawr, Rancho Mirage, CA 92270

Email: [email protected]

Phone: (760) 202-2222

We focus on disciplined asset allocation and transparent communication to achieve sustainable, risk-adjusted growth.

Core Values

Fiduciary: Client-first alignment and accountability.

Clarity: Simple frameworks, measurable outcomes.

Discipline: Evidence-based decision-making and review.

What We Do

Focused wealth management built on clarity and long-term vision.

Portfolio Design

Balanced allocation and cost efficiency.

Risk Management

Drawdown planning and diversification.

Wealth Strategy

Comprehensive financial planning frameworks.

Client Reporting

Transparent updates and periodic reviews.

Our Approach

1) DiscoverUnderstand objectives, risk, and time horizon.
2) DesignDevelop tailored strategies and rebalancing plans.
3) DeliverImplement, monitor, and document progress.
4) DevelopReview and evolve as goals shift.

Why Choose Us

Aligned

Fiduciary commitment and transparent policies.

Disciplined

Evidence-based and structured investing.

Clear

Simple communication and clear progress tracking.

Enduring

Built for long-term resilience.

Contact

Strategic Asset Logistics, LLC

๐Ÿ“ 1 Bryn Mawr, Rancho Mirage, CA 92270

๐Ÿ“ž (760) 202-2222

โœ‰๏ธ [email protected]

๐ŸŒ kuronekodecor.com