Stratford Advisors

Invested in your Future

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Services

Services
  • 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.