Investment Strategies was founded more than a decade ago, in 2006. Our firm is led by Peter Koutroulakis, who has more than 20 years of practical, investment, accounting and advisory experience.
Our firm only works with Entrepreneurs who are seeking a holistic approach that encompasses both the business and personal aspects of their finances. We work with our sister company Propel CPA as part of our holistic approach for those Entrepreneurs seeking a transformative not transactional relationship with their CPA firm.
During our time in the industry, we’ve worked with hundreds of business owners to help them grow their wealth, protect their assets and make smart investment decisions.
We make it our mission to provide a customized service that we’d be happy to receive ourselves. We treat our clients like family and respect their unique situation and needs.
We view an entrepreneurs’ investment profile as part of their overall risk profile that includes their business interests. Given the importance placed on this, we developed the following values to guide us every day.
We seek to deliver an outstanding level of service in every aspect of what we do. That means we’ll uphold strict quality assurance measures, deliver the best advice for your situation and coach you through each challenge you face. We seek to obtain investment returns that meet the needs of our clients.
We perform our work and meet expectations with integrity, honesty and transparency. You can rely on our team to keep your information safe and comply with all regulatory requirements. To treat your investments with greater importance than our own.
At Investment Strategies, we love to work with passionate entrepreneurs as we are entrepreneurial-minded ourselves. We appreciate the dedication, drive and commitment we see in the entrepreneurs we deal with and bring this same approach to our services as well.
We’re friendly, respectful people who are genuinely here to help. Our approachable team want you to feel at home by taking the time to get to know you upfront before we start any work. We value collaboration internally and externally with our clients as a key value in achieving our clients’ goals and objectives.
Our focus is Entrepreneurs only and the holistic approach we take combining the business and personal aspects of our process allows us a unique perspective. As part of Propel360 offered by our sister company Propel CPA a licensed public accounting firm, we bring to the table a unique skill set and perspective of accountants, investment advisors and financial planners combined.