Personal Investors

Since its inception in 1995, JT Stratford has focused on providing unbiased, conflict-free investment advice and unrivaled client service.

We act as fiduciaries – we put our clients’ interests first, not investments that seem “suitable” as judged by many brokerage firms. We offer:

• Unbiased Financial Advice 
• Investment Management & Financial Planning Expertise
• Customized Portfolios Aligned with Your Goals
• Consolidated Online Reporting through our Proprietary Private Client Portal
• High-Touch, Personal Service

JT Strafford also offers personal policies for individuals and business owners such as life, long term care, disability and Medicare eligible products.

Employer Plans

JT Stratford offers clients comprehensive employer benefits consulting services including group health, dental, disability, life and supplemental insurance coverage.  We help expedite the process of quoting, plan design, negotiations, implementation, and enrollment as well as administration of all insurance products.

In addition, JT Stratford provides sophisticated retirement programs for the corporate, professional and governmental markets.  We specialize in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, and profit sharing arrangements.

We can act as an independent investment manager under ERISA(3)(38) that specifically accepts its fiduciary status and discretion – in writing.  Under this delegation, you, the plan sponsor, will not be under any obligation to invest or manage any assets of the plan that the investment manager is responsible for investing.