As an independent offshore firm, we are mindful that your interests come first.
Before you invest your money with Stratford Management, you need to get to know us. Stratford Management is committed to the idea that each and every client is the company’s most valued asset. This is what drives us.
At Stratford Management, we make global investing simple and accessible for expatriate clients. We are an undisputed leader in providing excellent client service and a full complement of asset classes to our valued clients. We offer exceptional service, seamless functionality and an unrivaled experience to our clients.
At our core, we are a team of experienced professionals who are both forward-thinking and mindful of traditional values.
Why Choose Us
Our mission is to ensure our clients achieve their long-term financial goals, adding value through active portfolio management. We fulfill this mission by adhering to our investment principles and values:
- Always do the right thing.
Act with integrity and always put clients’ first.
- Think long-term.
Methodical decision-making is necessary for building wealth.
- Treat everyone with respect.
This includes listening carefully to clients and creating a supportive work environment.
- Strive for excellence.
Make the extra effort, adapt to change and continuously improve.
- Be committed to employees.
Respect is earned; employees who are supported to reach their full potential take the best care of clients.
- Maintain independence.
Remaining a privately-owned firm ensures we are always free to act in our clients’ best interests.
- Give back to the community.
We encourage all employees to volunteer in whatever capacity they can best contribute.
Our Relationship with You
Over the years, Stratford Management Inc. has expanded in breadth and clientele, one relationship at a time. We take the time to get to know you and understand what makes you unique. This is achieved through a personal understanding and developing an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create an ideal investment plan to achieve your goals. We want to generate the confidence within you that comes from a better understanding of your financial situation and the options available to you. As a Stratford Management client, you can look forward to exceptional service, superior returns and dedication from your investment advisor. Free of financial distractions, you can devote your attention to what matters to you.
As an independently-owned firm, we are free from conflicts of interest. Our commitment to your goals is never compromised by a need to improve the rate of return for shareholders or to satisfy a board of directors. Our trading perspective is never coloured by a bias for any particular proprietary products. We have a dedicated research team, who undertake research across all markets, asset classes and individual companies. They develop unconstrained views and insights for our advisers to draw upon so they can best manage your wealth. Independent thinking assures that our clients benefit from consistently objective advice to help them achieve their financial goals.
You’re More Than a Portfolio – You’re Our Partner
Professional wealth management starts with a conversation. Years of experience has taught us that understanding your needs and objectives is the foundation of effective portfolio management. We achieve this by listening carefully to every client. By having a firm understanding of your personal and family goals, your values and priorities, we can guide you through the many transitions in life. Our job is to help you plan for that which is important to you, not to us. Periodical reviews give you an opportunity to assess your portfolio’s performance, and they give us an opportunity to stay current with personal and professional developments in your life. Together, we adjust your long-term investment plan to keep you on course as your personal situation and needs may change. On our side, we keep you informed about macroeconomic and market issues that may require changes in your portfolio. We believe that keeping clients well-informed fosters trust, confidence and sound decision-making. Clients’ portfolio growth, along with their satisfaction with our service, are our benchmarks of success. Your success is our success.