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Striving for Growth,

Emphasizing Wealth Preservation.

Investment strategies aligned with risk tolerance, goals, and objectives.

Research and Process-Driven Investment Strategies

What We Offer

CIO and Market Strategist with over 30 years of industry experience each

Advisors can enjoy clear communication with decision-makers and a dedicated team for a strong client relationship

We strive to achieve goals through our diverse range of asset allocations, utilizing individual securities, ETFs, and active and passive mutual funds

Gain insight to portfolio risk analysis, economic outlooks, and clear reporting

We can create transition portfolios for accounts with large unrealized gains and other constraints

Gain clear insights into portfolio decisions and economic developments

Our Philosophy

Striving for growth, while emphasizing wealth preservation.

Focus on the Fundamentals

At their core, the markets are driven by the financial underlying each investment.

Maintain a Long-Term Outlook

Markets tend to overreact to short-term news or trends.

Stratos Investment Management by the numbers

$

2.44

B

5.4K

20+

Join our team and shape the future