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Strong Capital Management

02/28/01 04:31:17 PM PST
by Working Money Magazine

Strong is a nationally recognized financial services leader, serving 600,000 individual investors as well as a variety of corporate and institutional accounts and managing more than $44 billion in assets. After 25-plus years in business, Strong has built a solid reputation for having a commitment to excellence.

At Strong, the management has summed up its approach to business with three simple words: "Getting It Right." "Getting it right" is what the company constantly strives for -- from its relationships with its customers, to its investment philosophy, to its company spirit and culture. At Strong, "Getting it right" is always at the heart of the company.

Richard S. Strong began Strong Capital Management in 1974 to manage the assets of private individuals and small to medium-sized companies. In 1981, the company introduced its first two mutual funds, the Strong Large Cap Growth Fund and the Strong Balanced Fund. By the end of the 1980s, many new funds were added to the lineup and the company's total assets under management increased from $270 million to approximately $5.2 billion.

Today, Strong is much more than mutual funds. Strong Brokerage accounts give the company's customers access to an array of investment options such as stocks, bonds, and other mutual fund families. Our growing 401(k) retirement plans division provides every aspect of retirement planning to small and medium-sized companies and their employees. There are a variety of programs and investment options for high-net worth clients through Strong Preferred Client, Strong Advisor, and Strong Private Client. And Strong also serves a growing group of nonretail clients through Strong Institutional Client Services -- from consultants and broker-dealers to unions, government agencies, and endowments.

No matter how the company grows, however, Strong maintains that its basic belief in "Getting It Right" still drives the company. To its customers, the motto precisely describes its commitment. At Strong, the company knows that no two investors are alike, so it is committed to offering a variety of options for its customers to choose from in all aspects of their relationships.

When it comes to their investments, Strong customers can select from a range of both load and no-load mutual funds as well as individual stocks and bonds through Strong Brokerage accounts. Strong's customer commitment also extends to its investment philosophy. Strong puts knowledge first, conducting the company's own brand of intensive, hands-on research that gives its investment professionals what they need to make solid investment decisions. This approach has made the company's line of mutual funds some of the most highly regarded in the industry. This way, whatever their financial goals are, Strong's customers can feel confident that they'll find the quality investments they need to help make those goals a reality.

But having a lot of investment options doesn't mean that Strong's customers are on their own. "Getting it right" also means offering customers helpful guidance and a variety of ways to do business. For instance, Strong customers have access to the company's knowledgeable, helpful phone representatives 24 hours a day, 7 days a week. Or, if they choose, the customers can work with these same representatives in person at Strong's local Investor Centers. Strong customers can also use the award-winning website, www.Strong.com, to perform transactions, access accounts, or get investing information when it is convenient for them. The company even makes recordkeeping and investment management easier for its customers; with Strong Brokerage, customers can consolidate their Strong investments and their non-Strong investments into one Strong Brokerage account.

Strong customers can use the award-winning website, www.Strong.com, to perform transactions, access accounts, or get investing information when it is convenient for them.


Strong also prides itself on being innovators when it comes to the technology that can benefit its customers, making important and substantial investments in the company's computer systems and services. Yet, the company still strives to maintain the human connection. And the company has earned recognition for its efforts on both fronts, with multiple awards for the website, customer communications, and customer service. Offering the customers what they need when they need it is at the core of Strong's commitment to them.

One of the primary reasons why "Getting it right" works so well is Strong's entrepreneurial spirit. As a privately owned company, it can invest aggressively in its own business. It can do the things that will benefit its customers in the long term. This spirit also extends to its people. Even as Strong has grown through the years, the firm still handpicks associates -- from portfolio managers to customer service representatives. In money managers, the company looks for individuals with experience, discipline, and proven results. In its other associates, it looks for energetic, team-focused individuals who have an intense focus on customer service. These are the people who, on a daily basis, ensure that the company is getting it right.

Strong is a company that offers comprehensive investment resources combined with the personal touch of a smaller firm -- that is the heart of "Getting It Right."

For more complete information, including management fees and expenses, please call 800 368-1030 for a free prospectus. Please read it carefully before you invest or send money.

Strong Advisor, Strong Private Client, and Strong Retirement Plan Services are services of Strong Capital Management, Inc., a registered investment advisor. Securities are offered through Strong Investments, Inc., an affiliated company. Member NASD/SIPC. PR9857-0101



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