Striving for Growth,
Emphasizing Wealth Preservation.
Investment strategies aligned with risk tolerance, goals, and objectives.
Research and Process-Driven Investment Strategies
A variety of active, passive, and semi-active investment strategies that can be tailored to suit client investment needs. Our in-house and external research paired with process oriented evaluations allow us to make informed investment decisions.
What We Offer
Experienced Wealth Management
CIO and Market Strategist with over 30 years of industry experience each
Direct Access & Partnership
Advisors can enjoy clear communication with decision-makers and a dedicated team for a strong client relationship
Investment Flexibility & Optimization
We strive to achieve goals through our diverse range of asset allocations, utilizing individual securities, ETFs, and active and passive mutual funds
Holistic Portfolio Analysis
Gain insight to portfolio risk analysis, economic outlooks, and clear reporting
Tailored Transition Experience
We can create transition portfolios for accounts with large unrealized gains and other constraints
Informed Investment Decisions
Gain clear insights into portfolio decisions and economic developments
Our Philosophy
01
Risk Management is Key
Striving for growth, while emphasizing wealth preservation.
02
Focus on the Fundamentals
At their core, the markets are driven by the financial underlying each investment.
03
Maintain a Long-Term Outlook
Markets tend to overreact to short-term news or trends.
Stratos Investment Management by the numbers
$
2.44
B
Assets Under Management
As of 12/31/2024
5.4K
Managed Accounts
As of 12/31/2024
20+
Main Investment Strategies
As of 12/31/2024
