Investing is a long-term venture. Stratford believes it is critical to define a long-term investment strategy that addresses the specific needs of your organization while creating a favorable risk return profile.  The investment management program is most successful when diligently managed with timely and proactive recommendations.  

Our investment philosophy is based on the following tenets:

• Develop a strategic investment program.
• Focus on asset allocation – the single most important investment decision.
• Manage risk to protect the portfolio from permanent loss of capital.
• Embrace an opportunistic approach to asset allocation.
• Consider absolute returns, not just relative results.
• Diversify among asset classes, styles and investment managers.
• Develop a cost-efficient portfolio structure to limit expenses.

Stratford’s value-added consulting is derived from the expertise of our investment professionals and the customized service we give our clients.