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Your relationship with your investment advisor is the foundation of all our services. Our advisors place great importance on getting to know you, so we have a precise grasp on your needs, objectives and personal situation. This forms the basis of your customized investment plan. Building long-term relationships with our clients is the heart of everything we do. Trust is built over time based on reliability, results and transparency.

As an essential part of providing investment advice, your Stratford advisor will keep in regular contact with you in order to fine tune recommendations, keeping you on track to meet your objectives, needs and goals. Stratford advisors have access to a worldwide range of investments, supported by the expertise of our research and trading specialists.

Also key to our wealth management services, we actively monitor your portfolio to make sure that each and every investment is in line with your individual investment plan. The structure of your portfolio and each specific investment are part of the strategy employed to ensure you achieve your goals. Decisions are also guided by our analysis of global financial markets and world economies. We use these insights to assess the prospects, over various time horizons, for general asset classes as well as individual securities.