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About STRATFORD INVESTMENT ADVISORY GROUP, INC.
STRATFORD INVESTMENT ADVISORY GROUP, INC. is a leading financial advisor that has been providing expert investment advice for over 20 years. With a team of skilled and experienced advisors, the firm is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides customized investment strategies based on individual client needs and goals.
- Offers comprehensive financial planning services to help clients achieve their long-term objectives.
- Utilizes a holistic approach to wealth management, taking into consideration all aspects of a client’s financial situation.
- Regularly reviews and adjusts investment strategies to ensure they align with clients’ changing needs and market conditions.
Facts and Insights
As of 2021, STRATFORD INVESTMENT ADVISORY GROUP, INC. manages over $500 million in assets for its clients. The firm has a team of 10 experienced advisors who are dedicated to providing exceptional service and personalized solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
Client Types
STRATFORD INVESTMENT ADVISORY GROUP, INC. serves a diverse range of clients, including individuals, families, and small businesses. The firm is equipped to handle the unique financial needs of each client and provides tailored solutions to help them achieve their financial goals.
Fees & Compensation
STRATFORD INVESTMENT ADVISORY GROUP, INC. operates on a fee-only basis, meaning the firm does not earn any commissions or compensation from selling financial products. This ensures that the firm’s advisors always act in the best interest of their clients and provide unbiased advice.
Background
The team at STRATFORD INVESTMENT ADVISORY GROUP, INC. has a combined experience of over 50 years in the financial industry. The advisors hold various professional certifications and are dedicated to continuously expanding their knowledge and skills to better serve clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, STRATFORD INVESTMENT ADVISORY GROUP, INC. is held to a fiduciary standard, meaning the firm is legally obligated to act in the best interest of its clients. The firm also has a strict code of ethics and any potential conflicts of interest are disclosed to clients.