In developing an Investment Policy Statement, Stratford assists clients in formulating a customized strategic plan that considers the investment objectives, risk tolerance and cash flow needs relative to your situation.  The resulting Investment Policy Statement documents risk parameters, governance issues, and provides benchmarks for evaluating the investment program.

Stratford analyzes a client’s existing investment program and risk/return objectives to develop an effective investment structure that achieves optimal diversification within the parameters of size, cost considerations, existing synergies, and operational efficiencies.