Stratford Advisors, Inc.was founded in 2004. Our company is Employee-Owned and completely independent. We work solely for and only in the best interests of our clients.
We provide a broad spectrum of investment related services, all anchored by a belief in the value of un-conflicted advice, sophisticated research, and global best practices.
We provide investment research and portfolio management as a registered investment advisor for both individuals and institutions. We are a “fee only” advisor, meaning that our compensation is based solely on the value of assets managed, not on transactions or products sold.
We provide investment consulting for both qualified and non-qualified retirement plans, and endowments and foundations. We offer everything from limited scope plan analysis and benchmarking, to manager and performance evaluation, to fully outsourced investment office.
We also provide a full suite of financial and retirement planning services for individual clients, including social security claiming strategies and analysis.