Our Advisory Firm Model

Our clients have chosen to work with us for a number of reasons. They want a financial advisor that:

  • Puts their interests first
  • Understands their specific financial situation
  • Offers straightforward advice that reflects their long-term goals
  • Recommends investment solutions that best fit their unique needs
  • Uses a fee-based structure that encourages unbiased advice

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Our Philosophy and Process

We offer genuine open architecture so we can serve our clients’ best interests with the following:

  • Disciplined & time-tested investment methodology
  • Value-based investment approach
  • Proprietary research analysis
  • Fundamental valuation modeling
  • A broad range of investment products

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Our Portfolios

JT Stratford manages common stock, fixed income and mutual fund/exchange traded fund (ETF) portfolios for individuals, institutions, professional practices and privately held companies.

The professionals at JT Stratford use a collaborative approach to designing investment strategies tailored to meet each investor’s investment goals, risk parameters, income requirements, and return objectives.

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