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Joshua Lutkemuller, CFA

Financial Plans & Portfolio Strategies for Sales & Medical Professional

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Strongside Asset Management Joshua Lutkemuller, CFA
Elmhurst, Illinois

Serving Clients Nationwide

Financial Plans & Portfolio Strategies for Sales & Medical Professional

Rated 5 out of 5
1 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Alternative Investments
  • Financial Life Planning
  • Investing
  • Investment Management
  • Real Estate Investing

About Me

Joshua "Josh" Lutkemuller joined Strongside in September of 2021 and assumed the position of Head of Investment Strategy as of January 1, 2022 in line with his registration with the state of California.

Prior to joining Strongside Josh proudly served six years in the Army National Guard. Josh also gained three years of experience as a Mortgage-Backed Securities Trader at large bank in their Capital Markets division. Josh was responsible for hedging a $15B residential loan portfolio using TBAs and other derivative instruments. Josh describes himself as service oriented and has bridged his military service into serving clients as their primary guide to financial independence. He is dedicated to providing investment management and real estate consulting services to his clients.

Josh broadened the reach of Strongside to serve not only ESOP participants but many other individuals, families, and members of the military.

Professional Designations

  • Chartered Financial Analyst (CFA)

Location

456, North Emroy Avenue, Elmhurst, Illinois, 60126

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. We offer a complimentary video call so we can learn as much about you and your family. This process is all about showcasing examples of our planning & investment management services. At the end of the call, we hope to align expectations and move on a path forward to getting you that peace of mind that you and your family deserve.

Offers Investment Management

Yes

About our Firm

Strongside Asset Management LLC is an independent, fee-only, fiduciary, wealth management firm that is dedicated to the financial success of ESOP participants, individuals, & families through comprehensive financial planning and investment management. Strongside operates on the belief that financial advice must be made strictly in the best interest of the client, and we believe the Fee-Only model fits that.

We serve as a fiduciary to our clients wealth and ALL of their financial goals.

Here at Strongside Asset Management LLC, we firmly believe in service. One of our very own employees served 6 years in the Army National Guard. One of the core tenants that Strongside maintains is service. We aspire to serve each and every client with the utmost dignity and respect, and aim to develop a strategy that fits his or her needs. Being a Fee-Only firm allows us to act with true transparency in order to give each and every family peace of mind knowing exactly what services they are getting at a clearly stated cost.

Why choose us?

✅ Fiduciary: What does it mean? We are legally required to act in the best interest of our clients at all times. We firmly believe in the fiduciary standard and hope to see it become the industry standard in the future.

✅ Fee-Only. No hidden fees. An extension of our fiduciary duty. We never sell products or receive commissions. Strongside only receives compensation directly from our clients through a transparent agreed-upon fee.

✅ Independent. No conflict of interest. Strongside is an independent firm. We are not investment bankers, brokers, or insurance providers. We are here to provide unbiased, quality advice without outside pressure to sell certain services.

Education

Texas A&M University, Master of Science - MS, Financial Econometrics | Bachelor of Science - BS , Economics (Concentration in Mathematics)

Badges

Languages

  • English

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Investors
  • Military
  • Newly Engaged / Newlywed
  • Technology Professionals
  • Young Families

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Attentive and Well-informed

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 1, 2022

My husband and I have been working with Josh since the beginning, about 4 years. He has always been responsive and attentive to our needs that are always changing with different stages in life. He is very well informed and is easy to talk to when learning and trying to understand new investment strategies or saving strategies. He manages expectations well and creates personalized plans for our future goals. We are very happy and stress less about our money and attaining our goals with Josh as our advisor.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Ana Pellessier