As an independent, offshore firm, we are mindful that your interests come first.
Before you invest your money with Stratford Management Inc., you need to get to know us. Stratford Management Inc. 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 Inc., 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.
We see ourselves as a forward looking group of passionate property professionals with the relevant experience to match.
Why Choose Us
More than 25 Years
We work with ambitious leaders who want their future to be successful and help them achieve extraordinary outcomes.
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 have never succumbed to the trend of mass marketing. Because of this, 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. You can expect an exceptional level of experience, continuity in service and true dedication from the people with whom you work. Freed from financial distractions, you can devote more time to doing what you really enjoy.
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.
What does planning your investment portfolio mean to you? Here, at Stratford Management, we believe your vision and future endeavors are as unique as you are. We also know that the field of finance isn’t for everyone – and it shouldn’t be. Let us handle it.
Excellence in client relations begins with our first conversation. We are committed to helping you develop your future, focusing on what’s important for you and guiding you to make informed financial decisions and implement effective solutions.
With clients from all walks of life, ranging from physicians to business professionals, expats and retirees, we have a firm grasp on a wide variety of services. We serve the needs of clients in over 30 different countries. Communication is key, so keeping things in everyday terms regardless of your background ensures we’re always on the same page.
Stratford Management is dedicated to helping you take charge of your financial life and its infinite possibilities. We are happy to expand your knowledge of the terms and strategies with which you may be unfamiliar.Our objective approach and big picture perspective allow us to present alternative solutions, helping you feel more comfortable making your own decisions.
If you want to know more about us? Just ask. You’re welcome to contact us for a no-cost, no-obligation consultation. Let’s explore our services, what we can offer you and how we can help you define and achieve your goals – your way.