Stratos Investment Management began its journey a decade ago under the name Fundamentum. Over the years, we have evolved and rebranded to reflect our growing experience and commitment to clients.
In 2024, we proudly became Stratos Investment Management LLC, a name that embodies our vision of reaching new heights in wealth management. With a team of investment professionals dedicated to excellence, integrity, and trust, we strive to deliver customized investment solutions and superior service. Our firm continues to grow, driven by our passion for helping clients achieve their financial goals.
Our Mission
At Stratos Investment Management, we believe in striving for growth, while emphasizing wealth preservation.
Our mission is to provide tailored investment strategies that align with risk tolerance, goals, and objectives. We strive to offer a comprehensive suite of services, including active, semi-active, and passive investment management, designed to help one navigate the complexities of the financial markets and secure ones financial future.
Our commitment to excellence, knowledge, and integrity guides us in every decision, including acting in the best interest of the client.

Our Core Values
At Stratos Investment Management, we have 5 Core Values.
People First
Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and their clients on a daily basis. We have a saying here at Stratos – “Our advisors and Partners don’t work for us, we work for them.”
Empower Entrepreneurs
The entrepreneurial spirit is in our DNA. It’s why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.
Positive Can-Do Attitude
We believe that facing challenges brings out our best — our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.
Embrace Collaboration
Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.
Do The Right Thing
Be honest. Be fair. Be forthright. In our view, there’s no other way to conduct business.