overview
Stratford Advisory Group, Inc. (Stratford) is an independent, full-service investment consulting firm, registered as an investment advisor with the SEC under the Investment Advisors Act of 1940. Stratford provides investment consulting advice to:
- Endowments
- Foundations
- Private wealth
- Health care systems
- Defined benefit and defined contribution plans
- Taft-Hartley funds
- Corporations (operating assets and other taxable funds)
We are distinguished by our proactive consulting approach—active oversight, specific recommendations, and implementation assistance.
Investment Philosophy
At Stratford Advisory Group, we are committed to enhancing the long-term financial position of our clients. Our consulting approach is focused on the following:
- Develop a strategic approach that balances the interest of participants and plan sponsors.
- Establish a cost-efficient structure.
- Provide a high level of due diligence.
- Support and strengthen institutional memory, practice “prudent patience” and take a long-term prospective regarding the investments.
- Provide timely and proactive recommendations.
- Support the client with ongoing education.
- Serve as an extension of staff to create efficiency and reduce the overall work load.
Value-added consulting is derived from the expertise of our senior consultants and research professionals, and the personalized attention we give our clients.
Stratford serves a national client base from our office in Chicago. All research and client consulting operations are conducted at this site.
Our only business is investment consulting; 100 percent of our revenue comes from our consulting relationships. We have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise our independence.
Stratford Advisory Group, Inc. is a wholly-owned subsidiary of Clark & Wamberg LLC.