STRATFORD INVESTMENT ADVISORY GROUP, INC.

Overview

Stratford Investment Advisory Group, Inc. is a small, fee-based wealth manager that focuses on portfolio management for individuals and small businesses. The firm uses a mix of percentage-of-AUM and fixed-fee billing and operates under an individual ownership structure. Investment activity appears to emphasize pooled public vehicles — mutual funds and ETFs — as the principal building blocks for client portfolios, supplemented by targeted allocations to commodities through third-party managers. Stratford does not position itself as a multi-state or pension consultant and is not identified as an active ESG investor. Its practice model centers on discretionary portfolio management, with most client relationships managed on a discretionary basis and a smaller portion held non-discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices