Stratford’s services are customized to each client based on specific organizational requirements and investment portfolio objectives.  While each client service offering is unique, the following describes Stratford’s most frequently utilized investment consulting services:

• Investment Policy Formulation/Investment Structure Development
• Asset Allocation/Liability Modeling/Spending Policy
• Healthcare Capital Allocation Analysis for Healthcare Operating Funds
• Investment Manager Evaluation/Selection/Monitoring
• Performance Evaluation
• Alternative Assets
• Educational Workshops
• Socially Responsible Investing
• Custodian Review
• Defined Contribution