We offer a diverse array of investment strategies designed to meet the varying needs and goals of our clients.
We use research and industry experience when crafting our strategies. Here is an overview of the strategies.
How to use Stratos Investment Management
Advisor need
Solution Set
Asset Allocation Portfolios
Philosophy
Qualitative
Quantitative
Solution
Tactical
Strategic
Enhanced Index
Enhanced Index Focus
Solution Set
SIM SMAs
Philosophy
Active
Passive
Solution
Global Individual Equity
Dividend Growth
Barnwood Small/Mid Cap
ESG USA No Energy
Fixed Income Ladders
Custom Indexing
Fact Sheets are for Financial Professional use only and not to be used with the Investing Public.
Equity SMA’s
Our Equity SMA’s are active strategies designed around the value of flexible stock selection, allowing us to adapt to changing market conditions and opportunities. Our offerings in this category include:
Custom Portfolios
Tailored specifically for high-net-worth clients, our Custom Portfolios are collaborative strategies that are personalized to meet specific investment objectives and preferences. These include:
Tactical Portfolios
The Tactical Portfolios are active strategies that are particularly mindful of market conditions. These portfolios are designed to adjust swiftly to the market environments, aiming to protect capital during downturns and capitalize on opportunities as they arise:
Enhanced Portfolios
Our Enhanced Portfolios are semi-active strategies based on historically successful investment themes. These portfolios are structured to provide a balanced approach to risk and return:
Strategic Portfolios
Our Strategic Portfolios are passive strategies developed with a long-term outlook. These strategies are ideal for investors looking for steady, long-term growth with minimal active management:
Equity SMA’s
Our Equity SMA’s are active strategies designed around the value of flexible stock selection, allowing us to adapt to changing market conditions and opportunities. Our offerings in this category include:
Custom Portfolios
Tailored specifically for high-net-worth clients, our Custom Portfolios are collaborative strategies that are personalized to meet specific investment objectives and preferences. These include:
Tactical Portfolios
The Tactical Portfolios are active strategies that are particularly mindful of market conditions. These portfolios are designed to adjust swiftly to the market environments, aiming to protect capital during downturns and capitalize on opportunities as they arise:
Enhanced Portfolios
Our Enhanced Portfolios are semi-active strategies based on historically successful investment themes. These portfolios are structured to provide a balanced approach to risk and return:
Strategic Portfolios
Our Strategic Portfolios are passive strategies developed with a long-term outlook. These strategies are ideal for investors looking for steady, long-term growth with minimal active management: