Broker Check

MY INVESTMENT PHILOSOPHY

Along with Stratos Wealth Partners, my investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio. This combination is what drives long-term risk adjusted value in client portfolios. 

Most importantly, we believe in full transparency. Stratos clients have full access to their portfolios, as well as the Stratos management team. We both believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

STRATOS WEALTH PARTNERS CLIENTS GAIN ACCESS TO A WIDE RANGE OF INVESTMENT VEHICLES AND SERVICES, INCLUDING:

Stocks, Bonds, Mutual funds
Annuity Products (Fixed, Variable, Indexed)
Exchange Traded Funds (ETFs)
Real Estate Investment Trusts
Separately Managed Accounts
Institutional Money Management

Corporate Services: 
Cash Management Services
Executive Compensation Solutions
Business Succession Planning
Retirement Plan Solutions

Learn more about Stratos Wealth Management Model Portfolio construction and design. Download PDF