about us

Corporate Profile

Our Vision

Our vision and ambition when we started was to be the dominant international broker dealer of quality product wherever traded in the world. Additionally, we wanted to build a company which we would always be proud to represent, while working with exceptional clients and people.

We knew we had to deliver what the markets demanded:
  • Liquidity
  • Fast, reliable,cost-effective execution
  • Up-to-date technology
  • Efficient and reliable clearing and settlement
To achieve our goals, we consistently focus on maintaining the highest of standards:
  • To serve our clients first and foremost
  • To uphold the highest standards of integrity
  • To aspire to excellence in all aspects of our relationships and operations
  • To maintain an exceptional professional reputation, both corporate and personal
  • To strive for consistent profitability

Management

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.

Code of Ethics

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.

The Value of an Independent Financial Advisor

Whether you are a first-time investor or 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 fully 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 direct investment solutions for clients including individuals, corporations, pensions and charitable institutions. We believe strongly in the value of personal contact and direct communication. We always encourage clients to call us or to request a call-back at a convenient time.

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. Our philosophy is one of the ways we can help you make sense of investing.

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.

Quality

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.

Diversification

No investment is risk free. But finding the right balance between risk and potential return is at the heart of any solid investment strategy.While diversification cannot protect you against a loss, it is one way to reduce your risk. If your money is invested in just a few investments and one of them experiences losses, your entire financial strategy could be in trouble. Instead, we recommend building a portfolio that includes different types of investments that will perform differently in various market and economic conditions. We work together to help you stay on track to meet your long-term goals and limit your risk.

What Is a Stock?

A stock is a type of investment that represents a share of ownership in a company. When you purchase a company’s stock, you’re purchasing a small piece of that company, called a share.Stocks are also referred to as “equities” because shareholders have equity (ownership) in the company. Equity is a piece of a company that holds value. It is an asset you can own which has the potential to be sold for capital gain. Some stocks pay a dividend, which is a source of income.

The Role of Stocks

Stocks play an important role in your investment portfolio for a variety of reasons:
  • Current or future income needs
  • Potential for growth and wealth accumulation
  • Potential for offsetting inflation
Stocks and equity-based mutual funds are an important part of almost any investment strategy. Investors buy stocks that they think will go up in value over time. As a stock investor, there are two basic ways you can make money:
  • 1. Capital Gains–The first way stock investors make money is through growth. If stock prices go up, the shares are worth more and the added value is referred to as a capital gain. Share prices can go up or down. If you sell for more than you paid, you earn a capital gain. If you sell for less than you paid, the result is a capital loss.
  • 2. Dividends–The second way is by receiving a dividend from the company. Dividends are a portion of the company's profits, typically paid out quarterly. Companies don't have to pay dividends to their shareholders and not all do. Dividends are a way for companies to distribute revenue to investors, and one of the ways investors earn a return from investing in their stock. It's important to note that even companies that have historically paid a dividend can stop at any time.

So Many Choices, But We Are Here to Help

By the end of June 2019, it was estimated that approximately 630,000 companies were being publicly traded throughout the world. With so many stocks available, it can be difficult to know which ones are best for you. At Stratford Management Inc. we are very selective about the types of stocks we recommend. We use a disciplined approach to find those that align with our investment philosophy and recommend you stick with quality, diversify and invest for the long term.

Quality – Our Dos and Don’ts

Because Stratford Management Inc. is committed to quality investments, we don’t promote the hottest, newest stock that’s trending. Over time, we’ve found that most people who go down that path are disappointed. That’s why you may actually hear your Stratford Management Inc. financial advisor say “no.” There are investments we just won’t sell, if we believe there’s too much risk.

As an independent, offshore firm, we are mindful that your interests come first.

Contact Us

  • Seoul, Korea
  • +82234784248
  • info@stratfordmanagementinc.com