Stranberg Capital LLC

The firm provides discretionary portfolio management services to individuals and high‑net‑worth clients, overseeing roughly $103 million across about 51 accounts. It charges asset‑based fees billed quarterly and generally maintains an account size guideline around $1 million while reserving the right to waive that minimum.

Investment decisions are guided by an analytical approach that emphasizes Modern Portfolio Theory, broad diversification, and relative‑value tilts—overweighting market areas deemed cheap and underweighting those judged expensive—using both macro and fundamental analysis. Portfolios are managed on a fully discretionary basis, the firm does not tailor investments to individual restrictions, and it requires clients to accept management as if the accounts represent substantially all of their financial assets with retirement income as the primary objective.

Noteworthy aspects include the manager investing alongside clients and the use of batch orders to align executions and mitigate conflicts, combined with a policy of not maintaining a formal firm‑issued code of ethics and not producing firm‑generated portfolio reports (clients rely on custodian statements). The firm also relies on a single, recommended custodian for custody and trading support and discloses that it periodically receives services from that custodian, which the firm monitors as a potential source of conflict.