Stratford strives to provide our clients with the highest level of service, supported by a team of knowledgeable, seasoned investment professionals. Our primary objective is to add value to investment portfolios through in-depth research on investment strategies, carried out through customized recommendations.
We believe that the following aspects of our service offering distinguish Stratford from our competitors:
- Stratford is an independent firm; 100% of our revenue comes from our investment consulting and advisory relationships. We have no affiliations or financial arrangements with investment managers or other organizations that could compromise our independence.
- Stratford’s intensive manager monitoring allows us to discover potential manager problems and to advise you well in advance of other market participants. We work diligently to keep our clients well informed.
- Stratford’s willingness to act as a co-fiduciary with respect to investment decisions adds accountability to our recommendations and illustrates the importance we attach to our role as an investment consultant and advisor.
- Stratford is committed to providing a high-level of service to our clients. We have the ability to act as an extension of your staff, transferring work from internal staff to Stratford. This creates a more effective and efficient delegation of duties.
Stratford Advisory Group, Inc. is registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford Advisory Group, Inc. is a wholly-owned subsidiary of Clark & Wamberg LLC.
*Registration with the SEC does not imply a certain level of skill or training.