Process

Our Process

At Stratos Investment Management, we approach wealth management with a unique blend of macro strategies complemented by micro solutions. We strive to be meticulous in our process, guided by the following principles:

  • Macro strategy with micro solutions
  • Favorable upside/downside capture ratio
  • Process driven, risk adjusted returns
  • Volatility management and reduction
  • Investors not speculators
  • Asset class diversification
  • Research driven, security solution

Regular Activities

Daily

  • Team Discussions
  • Advisor Discussions
  • Trading
  • Portfolio & Market Research

Weekly

  • Committee Meeting
  • Trading meeting

Monthly

  • Asset classes valuation analysis
  • Economic indicator analysis
  • Portfolio attribution analysis
  • Performance analysis
  • Publish 1 timely article

Quarterly

  • Calls with advisors
  • Evaluation, Attribution & Review
  • Calls with Fund managers
  • Quarterly commentary

Semi-annual

  • Off-site meeting with external consultants
  • Asset class correlation analysis
  • Consider regime change possibilities

Annual

  • Rebalance consideration
  • On-site due diligence meetings with selected managers
  • Annual commentary
  • Update IPS, if needed