The Wells County Chamber of Commerce proudly announces Strategence Capital as the January Member of the Month, recognizing the firm for its outstanding community involvement and exceptional customer service. Strategence Capital is located at 1127 North Main Street, Bluffton.
The Ambassadors committee carefully selected Strategence Capital for this honor, highlighting the company’s commitment to strong values, intellectual integrity, and diligence. The impact of Strategence Capital resonates with its mission to educate, assist, and advise clients on their financial journeys. With four locations in Fort Wayne, Bluffton, Van Wert, Ohio, and Morris, Minnesota, this independent investment firm strives to implement the best financial strategies, alleviating anxieties and simplifying the decision-making process.
Jordan Arnold, financial advisor, Graig Stettner, financial advisor and partner, Kaden Bussel, trader/paraplanner, and Julie Reiff, client services associate, are all being recognized for their contributions to this prestigious acknowledgment.
Reflecting on the past year, Jordan Arnold remarked, “2023 was a transformative year for our business. We welcomed long-term intern Kaden Bussel as a full-time trader/paraplanner in our office. We also switched Registered Investment Advisers and custodians, which, together enable us to expand our investment offerings and to align with partners that more closely align with our values.”
Arnold emphasized the importance of meaningful conversations beyond financial figures, stating, “We want to align our clients’ money with their values and ensure it is used for good. Our new app and additional technologies enhance client communication, making the investment experience more transparent and interactive.”
Local presence remains a priority for Strategence Capital, with physical offices in Wells County. Graig Stettner emphasized the commitment to the community, saying, “Having a local office demonstrates our dedication to Wells County. We believe in giving back, supporting the chamber, other nonprofits, banquets, and various community initiatives. Being recognized as Member of the Month emphasizes our active role in the community.”
Addressing what sets them apart, Jordan Arnold highlighted, “We make all investment decisions in-house, avoiding outsourcing, which allows us to maintain competitive fees. Education is a core passion, and spending a lot of time educating our clients is a passion of ours.”
Strategence Capital’s unique approach, local commitment, and emphasis on client connection make them a deserving recipient of the Wells County Chamber of Commerce’s Member of the Month accolade.
