STRATEGIC GLOBAL PARTNERS, LLC

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Specialization, Scalability and
Support


STRATEGIC


GLOBAL


PARTNERS
,
LLC


A Fi nanci al Support Servi ces Company

Our Mission

To

be

a

Global

Leader

in

providing

Strategic

Partnerships

for

Wealth

Management,

Insurance

and

Accounting

Firms
.


SGP Alliance Benefits:


Our clients are immediately
transformed into a 24/7 operation


Qualified personnel available on
demand


Your team can be expanded without
associated fixed costs and HR
headaches


Proven Quality Deliverables


Secured and compliant infrastructure


Provide our clients with best skills at
lowest prices giving you increased
profitability


STRATEGIC GLOBAL PARTNERS, LLC

Supporting Services

A. Platform base integrated Advisory Support


Middle Office functions:


Operation Support


Administrative Support


Payroll and Accounting


Database Management


Back Office Functions:


Asset Custody


Trade Clearing


Reporting

Why SGP?


Dedicated team to support your requirement


We assume full responsibility


Quick learning curve


Zero Attrition


Higher profitability

STRATEGIC GLOBAL PARTNERS, LLC

Supporting Services

B. Customized Financial Reports


Investment Proposal:
Includes Retirement planning,
Investment Planning, Risk Analysis, Model Comparison,
Portfolio Drawdown


Education Need Analysis:
Includes Education planning,
Cost of funding, Gap Analysis, Education funding options


Risk Analysis:
Includes Life insurance need Analysis, long
term care Analysis, disability need Analysis


Investment Cost Analysis:
Includes Fund Transaction
costs


Tax Analysis:
Includes previous tax return Analysis, NUA
Analysis (Net Unrealized Asset), Roth Conversion and Tax
liability Analysis

Why SGP?


Ready to use customizable reports


Clients need not subscribe to expensive software products


No learning of software


A pleasant, hassle free experience

STRATEGIC GLOBAL PARTNERS, LLC

Supporting Services

C. Asset Management Support Services


Services for Data Input, Data Management and Reports
preparation using your preferred software


Reports of your choice to include Manager Analysis,
Retirement & Goal Planning, Tax Analysis, Risk Analysis
and many more


CRM system support


Portfolio Aggregation


Periodic Billing


Performance Reporting


Advisor Support (Reporting and Compliance)

Why SGP?


Availability of experienced personnel in the software like MGP,
eMoney
, Morningstar, Zephyr,
NeviPlan

etc.


Quick turn around time


Interactive support for your specific requirement


Cost effectiveness

STRATEGIC GLOBAL PARTNERS, LLC

Supporting Services

D. Research and Analysis


PIPE/Private Equity Deal reviews


Comparable Companies Analysis


Financial Modeling and Valuation Analysis


Fundamental Research


Data Analytics


Business Research


Niche Industry / Sector Research

Why SGP?


Qualified and Experience team. Availability of qualified
personnel like CFA, CFP and CPA


Precise and quick turn around


Cost advantage

STRATEGIC GLOBAL PARTNERS, LLC

Supporting Services

E. Accounting Services


Bookkeeping Entries:
Billing, Invoicing, Account
Receivable/Account Payable, Bank, Credit cards and
Financial Statements entry.


Reconciliation:

Bank, Credit cards, Financial Statements
and Intercompany reconciliations.


Payroll Processing:

Payroll reports, Compensation
calculations, Bonus, Statutory and Other Deductions,
Monthly, Quarterly and Annual returns.


Reporting:
Financial reporting, Estimates, Cash Flow and
other Customize reports.


Finalizations of Accounts :

Closing Entries, Year
-
end and
Reclassification Adjustments, Other tax adjustments and
Reconciliations.

Why SGP?


Access to Qualified and Experienced team


Freedom from Staff Management


Quick turn
-
around
-
time with Full Accuracy


Latest technology and Paperless office


Increased control over the business & Cost Savings




STRATEGIC GLOBAL PARTNERS, LLC

F. Tax Services


Tax Preparation


Preparation and arrangement of Tax Work papers


Tax Returns: 1040, 1045, 1040X, 1041, 5227, 1065, 1120,
1120S, 1139, 1120X and related State Returns


Pay roll tax returns


Other tax returns as required by the client.


Tax supporting reports and calculations as needed


Tax Planning


Individual and group tax planning


What
-
if tax planning reports


BNA and ITP planning reports


Tax planning based on annulations of income.

Why SGP?


Availability of qualified tax reviewers


Quick turn
-
around
-
time & Full Accuracy


Quick learning curve and self learning team


Higher customer satisfaction


Controlled process & Cost saving

Supporting Services

STRATEGIC GLOBAL PARTNERS, LLC

Engagement Models

SUPPORT SERVICES

Service
Model

Support

Payment

Full time Equivalent
Person

Fixed Cost

Unit Cost

Personalized

Limited

Advance

Against Invoice


Platform base integrated Advisory Support includes:


Middle Office Functions








Back Office Functions








Financial Planning Support Services:


Customized Financial Reports








Asset Management Support Services










Research and Analysis








Accounting & Tax Support Services:


Accounting Services








Tax Preparation Services














T慸 偬慮湩湧 卥Svi捥c











STRATEGIC GLOBAL PARTNERS, LLC

Engagement Models

Full time equivalent


Qualified, skilled individuals exclusively assigned to the
client


Dedicated team formed with active Client participation


Team will adapt to clients processes and requirements


SGP manages the HR issues of the team like insurance,
vacations, medical benefits etc.


Client pays for 1 person equivalent but get access to
multiple skills


Fixed Cost


SGP takes full responsibility for the cost of the project


You know in advance what you pay


Eliminates issues related to hourly rate and productivity


Unit Cost:


Specific services are available on per unit basis or hourly
charges


Appropriate for services with very specific scope and
measureable time management


STRATEGIC GLOBAL PARTNERS, LLC

Transition Process to SGP

STRATEGIC GLOBAL PARTNERS, LLC

Transition
Process


Review Engagement Matrix


Understand Legal Compliance, Security, Privacy & Non
-
disclosure agreements


Outline the scope of assignment and
set realistic
goals
&
expectations


Finalize communication process and prerequisites


Introduction of the team


Start the
project


Execution


Start sending the
tasks
via your preferred & agreed
communication system


Your will receive system generated Acknowledgement
with unique ID number


Client will receive a detail acknowledgement that will
include your deliverables, requirements for additional
information and expected delivery of the service or
product


Service or product delivered and notification is sent via
e
-
mail


Ongoing Support


Your SGP
representative is
available to answer your
questions in services/deliverables.


Periodic
review meetings for
understanding your
standards and requirements


Ensure corrective and preventive
actions on a
continuing basis


Help you to derive better value of services and support

Transition
to SGP

Execution
of Work

Ongoing
Support

Security and Privacy

Strategic

Global

Partners,

LLC

and

its

affiliates

/

subsidiary

acknowledge

the

importance

of

security

and

privacy

of

our

client’s

information

and

the

data
.

Detailed

information

of

our

policies

and

measures

undertaken

are

available

on

request
.


STRATEGIC GLOBAL PARTNERS, LLC

Computer

Security
:


Password

protected

access

to

computer

systems



Limited remote access to servers


Controlled access to internet


Controlled e
-
mail access through secure mail
servers


No media or portable electronic systems allowed in
the office


Regular data backup in conjunction with client
policies


Data Security:


Firewall and intrusion detections systems on all
destination servers


128 bit encryption based data transfer available


Tape based data backup


Offsite data warehousing


Documented data cleanup and shredding policies


Data privacy:


Client data access restricted to personnel on need
to know basis


No data shared with any outside agencies


Data destroyed/shredded as per policies agreed
upon with our clients




About Us

Strategic

Global

Partners,

LLC

(SGP),

was

incorporated

in

Arizona

in

2006

to

address

specific

support

needs

of

Financial

Industry
.

Strategic

Global

Partners

is

a

one

stop

shop

for

the

Wealth

Management

firms,

Independent

Financial

Advisors

and

CPA

firms
.

We

provide

qualified

and

experienced

skills

at

most

competitive

rates
.


SGP

has

evolved

a

unique

partnership

model

that

allows

its

partners

to

access

our

pool

of

diverse,

qualified

and

experienced

staff
.

Our

global

delivery

model

allows

our

partners

to

significantly

improve

the

delivery

of

financial

solutions

to

optimize

their

client

experience
.



Our

fundamental

objectives

are

to

provide
:


A strategic co
-
sourcing partner


Value added services and easy access to skilled staff (24/7)


High quality services at very competitive prices


STRATEGIC GLOBAL PARTNERS, LLC

Our Client’s Testimonials


Reid

Johnson,

President



The

Planning

Group,

Scottsdale,

AZ



“Outsourcing

a

large

part

of

our

financial

planning

process

to

SGP

has

provided

us

with

more

time

to

spend

on

bringing

additional

value

to

our

clients

and

allowing

us

more

time

to

focus

on

the

real

issues

of

managing

their

wealth
.





Kevin

Kroskey,

Wealth

Advisor

/

CFP®


True

Wealth

Design,

LLC

.

Akron,

OH



“Strategic

Global

Partners

helps

us

two
-
fold
.

First

they

help

us

better

service

our

clients

by

allowing

us

to

outsource

data

intensive

tasks

when

we

need

to
-
at

times

when

we

are

too

busy

to

adequately

address

these

tasks

in

house
.

Second,

they

allow

us

to

grow

more

quickly

as

we

can

outsource

much

of

the

labor
-
intensive

process

of

on

boarding

a

new

wealth

management

client
.

By

clearly

defining

and

refining

our

internal

processes

we

found

SGP

was

able

to

help

us

in

these

critical

ways

and

have

identified

additional

ways

we

can

utilize

them

and

reap

similar

benefits

going

forward
.





Jack

Reynoldson,

President


Naples

Asset

Management

Company

LLC,

FL



“As

a

financial

advisor

with

over

30

years

of

experience,

I

highly

value

our

relationship

with

SGP
.

My

partnership

with

SGP

has

been

invaluable

as

I

manage

monies

for

high

net

worth

individuals

and

institutions
.



My

firm's

partnership

with

Strategic

Global

Partners

has

helped

us

in

the

process

of

setting

up

support

functions,

starting

from

the

selection

of

effective

software

tools

to

designing

tools

that

provide

the

best

of

prospect

and

client

reports
.

Working

with

SGP

has

always

been

a

highly

productive

experience
.



SGP

has

a

team

of

bright

and

highly

qualified

personnel

who

have

been

extremely

supportive

and

sensible

to

the

needs

of

our

firm

and

that

of

our

clients
.

SGP

has

helped

us

not

only

to

cut

costs

but

SGP

has

helped

us

concentrate

our

efforts

in

enhancing

client

services

and

aligning

efforts

in

taking

steps

to

further

build

out

assets

under

management
.



STRATEGIC GLOBAL PARTNERS, LLC

Our Client’s Testimonials


Alfanso

V
.

Arias,

Managing

Partner



A
.
V
.

Arias

&

Co
.
,

CA



“At

A
.

V
.

Arias

&

Co,

we

have

partnered

with

Strategic

Global

Partners,

LLC

(SGP)

for

the

past

three

years

to

access

their

pool

of

qualified

and

experienced

personnel

to

support

our

requirements

for

accounting,

tax

preparation

and

tax

planning

services
.

I

am

pleased

to

state

that

we

are

having

very

pleased

with

our

relationship

with

them
.



We

have

found

SGP

team

highly

professional,

quick

learners,

flexible

to

adapt

to

our

internal

processes

and

extremely

easy

to

deal

with
.


We

started

our

relationship

with

SGP

for

very

“basic”

work

but

very

soon

we

realized

that

we

can

rely

on

them

for

all

kinds

of

work

that

we

do

for

our

clients
.

With

two

senior

managers,

each

with

more

than

15

years

experience,

and

three

managers,

each

with

more

than

10

years

experience,

we

started

concentrating

more

on

our

client

relationships

and

delegated

in
-
house

work

to

SGP
.

This

has

resulted

in

substantial

cost

savings

and

increased

revenues
.

The

quick

turnaround

of

work

through

SGP

helped

increase

our

business

and

client

satisfaction
.


We

have

viewed

our

relationship

with

SGP

not

as

an

outsourcing

vendor

but

as

our

partners

in

progress
.

Of

course

to

build

this

type

of

relationship

required

both

of

us

to

devote

time,

determination

and

concentrated

efforts
.

We

now

enjoy

the

fruits

of

that

time

and

effort

in

the

form

of

money

saved

with

significant

value

added

.


STRATEGIC GLOBAL PARTNERS, LLC

STRATEGIC

GLOBAL

PARTNERS
, LLC

8800 N.
Gainey

Center
Drive

Suite 176,

Scottsdale, Arizona 85258



1
-
602
-
476
-
1168



info@sgpllc.net



www.sgpllc.net

This

document

contains

confidential

information
.

The

recipient

should

not

disseminate

or

copy

this

document
.

Although

information

has

been

obtained

from

and

is

based

upon

sources

Strategic

Global

Partners,

LLC

believes

to

be

reliable,

we

do

not

guarantee

its

accuracy

and

it

may

be

incomplete

or

condensed
.

All

opinion

constitutes

judgment

as

of

publishing

of

this

document

and

are

subject

to

change

without

notice
.

This

document

is

for

information

purpose

only
.

All

contents

included

in

this

document

is

the

property

of

Strategic

Global

Partners,

LLC

or

its

content

suppliers

and

is

protected

by

United

States

of

America

and

international

copyright

and

other

intellectual

property

laws
.

Strategic

Global

Partners,

LLC

acknowledges

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names,

Trademarks

and

logos

used

or

referred

as

reference

in

this

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is

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ownership

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owners

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.

Strategic

Global

Partners,

LLC

do

not

claim

any

right

or

intend

to

claim

any

right

on

the

ownership

or

use

of

respective

Trade

Names,

Trademarks

and

Logos
.



Any

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including

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reproduction,

modification,

distribution,

transmission,

republication,

display,

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performance,

except

as

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.


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