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.

Investment Methodology

JT Stratford follows a fundamental, valuation-based approach to investing. We attempt to buy securities for less than their intrinsic value – the value of an asset based on an underlying perception of its true value including all aspects of the business. We quantify this price by using a combination of fundamental valuation modeling techniques, proprietary research and analysis, and third-party data (e.g. S&P, Moody’s, FactSet, Morningstar).

Investment Philosophy

We believe that we best serve our clients’ interests by adhering to a well-disciplined, long-term investment program that focuses on after tax returns and steady capital growth. Such a program, by definition, does not attempt to maximize short-term performance, which would entail much greater risk, but rather attempts to optimize long-term performance. By purchasing great companies at good prices, we are able to promote the long-term compounding of capital. This being the case, we expect our ultimate success to be evaluated over a full market cycle of five to seven years. 


Our Portfolios

Private Managed Series:  The Private Managed Series offer actively managed portfolios tailored to your investment goals and objectives.

Portfolio

Portfolio Characteristics

Minimum Investment

PDF

Aggregate Bond Portfolio (ABP)

Invests in fixed income securities designed to maximize total return while preserving capital

$250,000

ABP

Cash Flow Achievers Portfolio (CFAP)

Invests in equity securities designed to provide capital appreciation and consistent dividend growth through low volatility, cash flow producing stocks

$250,000

CFAP

Dividend Growth Portfolio (DGP)

Invests in high quality companies that provide above average yields and/or dividend growth capacity

$250,000

DGP

Equity Growth Portfolio (EGP)

Invests in established companies with competitive advantages that allow them to earn high returns on capital

$250,000

EGP

 

 

   

 

Smart Value Series: The Smart Value Series offer a simple way to invest in diversified, low-cost portfolios that suit your risk tolerance or income needs.

Portfolio

Portfolio Characteristics

Minimum Investment

PDF

Smart Value Portfolio (SVP)

Four diversified, low-cost, risk-based portfolios that provide broad market exposure, with the objective of capital appreciation and current income

$50,000

SVP

High Income Portfolio (HIP)

Invests in diversified, low-cost funds with the objective of pursuing higher income while seeking to outperform the broad markets.

$50,000

HIP

 

Core Managed Series: The Core Managed Series offer diversified portfolios with no minimum investment requirement.

Portfolio

Portfolio Characteristics

Minimum Investment

PDF

Cornerstone Portfolio (CSP)

5 risk-adjusted Equity and Fixed Income ETF and mutual fund portfolios requiring no minimum investment requirements

No Minimum

CSP

 

 Click on the icon below to Contact Us to see how we can help you Invest Smarter

 

Background Image

Header Color

:

Content Color

: