Our Advisory Firm Model
True unbiased investment management is the foundation of both your success and ours. That is why we have created a firm that empowers advice, ethics, and transparency. Our clients tell us that we stand apart in the investment management business because we truly are conflict-free.
Registered Investment Advisors (RIAs) are not similar to Registered Representatives
- Registered Reps are usually compensated by commissions on product transactions
- Registered Reps aren’t held to fiduciary standards: when making a recommendation, they are held to “suitability standards”
- Suitability standards state that Registered Reps can recommend certain securities or investments if they believe they’re suitable for a particular investors – but they are not required to put your best interest first.
How JT Stratford Differs from Registered Representatives
|JT Stratford||Registered Rep|
||Responsibility to Client||
|Registered Investment Advisor||
|Third Party Custody||
||Custody of Assets||
Click on the icon below to Contact Us to see how we can help you Invest Smarter