A Long-Term Strategy

The market changes every day, but your financial goals rarely do… so your investment strategy shouldn’t either.We believe a long-term strategy is the best way to build and preserve your financial security. But remember that ‘buy and hold’ doesn’t mean ‘buy and ignore’. Together, we review your portfolio at least three times a year to make sure you’re on track to meet your financial goals.


After years of experience, we know that quality matters. Our Research Department recommends stocks, bonds and mutual funds that offer the potential for solid performance over time – through good and bad markets. We avoid investment fads and do not recommend options, commodities or junk-rated bonds. We believe these are too risky and will not deliver the performance needed to reach your goals.

Our Investment Philosophy

Stratford Management Inc. believes in a thoughtful, straightforward investment philosophy – long-term investing with an emphasis on quality and diversification. All of these elements work together. Building wealth requires patience, focus and objectivity. Experience shows that taking time to ensure clients understand what they are investing in and why results in better long-term gains. We are here to help you make sense of investing.


No investment is risk free. Finding the right balance between risk and potential return is at the heart of any solid investment strategy. Diversification is the most important element to reduce your risk while giving you the opportunity to realize capital gains. We structure all portfolios to include a variety of investments that will perform in a complementary manner is various markets and economic conditions.