Founded in 1982, Stratford Advisory Group, Inc. is an experienced, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*.

Stratford provides investment consulting and advisory services to:

• Endowments
• Foundations
• Healthcare organizations
• Defined benefit and defined contribution plans
• Taft-Hartley funds
• Public retirement plans
• Private wealth
• Corporations (operating assets and other taxable funds)
• Non-qualified plans

We assist clients with strategic investment program management.  This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. 

We are distinguished by our proactive consulting approach—timely advice, specific recommendations, and implementation assistance.

Our only business is investment consulting and advisory services; 100% of our revenue comes from our investment consulting and advisory relationships.

Stratford serves its national client base from a single office located in Chicago, Illinois.  All of our client consulting, investment research, manager research, and administrative support is conducted at this site.

*Registration with the SEC does not imply a certain level of skill or training.