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
Fiduciary
Responsibility to Client
Suitability
Advice
Primary Function
Transaction
Transparency
Communication
Disclosure
Registered Investment Advisor
Advisory
Broker
Third Party Custody
Custody of Assets
In-house Custody
Fees
Compensation
Commissions

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