Stratford Management Inc. has a dedicated and entrepreneurial management team focused on building value for our clients and investors. Their breadth and depth of experience positions us near the forefront of our industry.
All Stratford Management Inc. employees are required to agree to the Stratford Management Inc. Code of Ethics, which provides a comprehensive framework demanding ethical behaviour from every employee, regardless of their status within the organization.
A Long-Term Strategy
The market changes every day, but your financial goals rarely do, so your investment strategy shouldn’t either. We believe a long-term strategy is the best way to build and preserve your financial security. But remember that ‘buy and hold’ doesn’t mean ‘buy and ignore’. Together, we review your portfolio at least three times a year to make sure you’re on track to meet your financial goals.
After years of experience, we know that quality matters. Our research department recommends stocks, bonds and mutual funds that offer the potential for solid performance over time – through good and bad markets. We avoid investment fads and do not recommend options, commodities or junk-rated bonds. We believe these are too risky and will not deliver the performance needed to reach your goals.
Our Investment Philosophy
Stratford Management Inc. believes in a thoughtful, straightforward investment philosophy – long-term investing with an emphasis on quality and diversification. All of these elements work together. Building wealth requires patience, focus, and objectivity. Experience shows that taking time to ensure clients understand what they are investing in, and why, results in better long-term gains. We are here to help you make sense of investing.
No investment is risk free. Finding the right balance between risk and potential return is at the heart of any solid investment strategy. Diversification is the most important element to reduce your risk while giving you the opportunity to realize capital gains. We structure all portfolios to include a variety of investments that will perform in a complementary manner in various markets and economic conditions.
The Value of an Independent Financial Advisor
Whether you are a first-time investor or a more experienced client, Stratford Management Inc. is here to help.
We have the experience and expertise to guide you through your investment options. Working closely with our private clients, we recognize that your needs and goals are unique to you.
We offer a range of wealth management services tailored to your investment objectives and risk profile. We provide investment solutions for clients including individuals, corporations, trusts and charitable institutions. We believe in the value of personal contact and direct communication. We encourage clients to call or write to us anytime.
Stratford Management FAQ
Do you provide discretionary account management services?
Yes. Discretionary accounts are available to clients with a minimum of US$500,000 assets under management, or family
accounts combined to US$1,000,000.
How do I pay for your services? How are you compensated?
Regular portfolios are commission-based. Discretionary accounts are fee-based. Non-discretionary accounts in excess of US$500,000 have the option to choose.
Are my investment returns guaranteed?
No. We mark long-term progress against historical results, and do regular reviews to ensure investment goals are consistent with your life, and investments are meeting your needs.
What services do you provide?
We provide holistic wealth management. This can include financial planning, portfolio management, retirement and estate planning and tax sheltering strategies.
How would you describe a typical Stratford Management client?
We welcome everybody. Individuals, families and organizations. Our advisors work with clients across a broad wealth spectrum.