Stratford Investment Advisory Group, Inc.

Stratford Investment Advisory Group is an independent investment management firm that provides customized portfolio management for individuals, high-net-worth individuals, family trusts, and pension/profit-sharing accounts. The firm manages assets for a relatively small client roster (roughly 30 accounts) and provides services on both a discretionary and non-discretionary basis.

The firm emphasizes conservative, capital-preserving, long-term oriented strategies while employing fundamental, technical and cyclical analysis and by monitoring macroeconomic factors such as Fed policy and inflation. Portfolios are generally built from individual stocks, ETFs and bonds, and the manager may buy or sell positions held under a year to meet client objectives or respond to market volatility.

Distinctive features include single-principal management and a mix of fee arrangements uncommon among peers: some clients are billed fixed annual or semi-annual fees while others pay a tiered percentage-of-AUM schedule; the firm does not accept performance-based fees and does not operate as a private fund adviser. Its long operating history combined with a small, individualized client base that includes both non‑HNW and HNW individual clients sets it apart from larger, multi-advisor firms.