Tools & Partners

Our Values

The Custodian who holds your assets and provides you with monthly statements.

Our Process

In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you. 

Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients.

Our Resources

Our preferred Financial Planning Tool that has Aggregations which will show all outside accounts and money flows all within one place (holistic view).

Our History

A robust and seasoned partner providing investment, economic and capital market analysis. The Coach-Quarterback Concept (sub-advisor). We have an Investment and Research Team backed with CFA's providing us with investment portfolio options, strategies and solutions. 

Our Values

Referrals – The primary way we grow our practice (slow & steady). Also, the greatest compliment we can receive - Thank You!

Our Process

Centers of Influence (COI's) – CPA's, Attorneys, Bankers, Insurance Experts, Mortgage Lenders, etc. If you need help in these areas, we can be the conduit to a specialist.