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Investment Management

We craft personalized portfolios for financial goals, including private alternatives with continuous monitoring and refinements for ongoing success.

Services Include:

  • Custom Active Portfolio Management-monitored daily,
  • Low Cost, Tax Efficient Investments
  • Rules-Based Portfolios
  • Private Alternative Investments when suitable
  • Portfolio Hedging Strategies
  • Ongoing monitoring, rebalancing, tax loss harvesting 
  • On Demand access to performance reporting
    There is no guarantee that tax loss harvesting saves tax dollars. Investing involves risks including
    potential loss of principal.
  • Portfolio Risk Analysis
  • Portfolio Stress Testing-test the impacts of historic markets scenarios versus your current portfolio
  • Employee benefits: 401k retirement/ profit sharing plans
  • Company Stock planning, stock options, Restricted Stock Unit (RSU), Incentive Stock Options (ISOs), Employee Stock Purchase Plan (ESPP)
  • Other employer savings, deferred compensation, Employee Stock Ownership (ESOP), pension
  • Managing concentrated stock positions
  • Socially Responsible Investing / Environmental Social & Governance (ESG)

What you can expect from us,

should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary. 

Ambassador Call
No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
Introductory Meeting

We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

Custom Plan Design
With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Take the next step

Schedule time to speak to a SPW advisor and find out how we can tailor your finances to you
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