Stratton Capital Management, LLC

Stratton Capital Management provides ongoing investment supervisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and implementing asset allocation and security selection across mutual funds, equities, bonds, ETFs, REITs and government securities. The firm offers discretionary portfolio management, regular monitoring, and may accept client‑imposed restrictions on certain securities.

The firm’s investment process draws on charting, fundamental, technical and cyclical analysis and employs both long‑ and short‑term trading approaches. It also uses margin transactions and a range of options strategies — including covered and uncovered writing and spreads — and seeks written discretionary authority to execute trades consistent with each client’s documented risk tolerance and objectives.

Distinctive features include a relatively small scale of operations, managing roughly $7.86 million across six client accounts and managing all assets in‑house rather than using third‑party managers or wrap programs. The firm conducts at least monthly account reviews, allows client‑directed brokerage while recommending custodians (Schwab and TD Ameritrade), uses limited fee‑deduction custody arrangements, and reports no account minimum.