Invest with purpose. Start with strategy.
When the market shifts, your investments and financial goals deserve an experienced, hands-on advocate who will take decisive action on your behalf. This is a pillar of our approach to personal investing, which we have realized in our actively managed Stratos strategies. These strategies, when combined with our diligent, personalized service and guidance, can help you pursue lasting financial well-being while supporting your life’s greater priorities.
Disciplined, active management
Active investment management by an experienced money manager, innovative research and investment strategies – and our defensive and flexible investment strategies – strive to deliver quality returns when the market is advancing and comprehensive wealth preservation when it’s in retreat.
We aim to provide “investment tranquility,” the confidence that comes by investing with the support of a diligent, trusted investment manager who is fully committed to your goals. Our active investment management style enables our clients to focus on the big picture while we handle the fine details.
Our actively managed strategies are designed for investors with moderate to aggressive risk tolerances seeking specific investment goals, including income generation, growth, hedging and wealth preservation.
Keen insight into
As an active investment manager, Bernard Semon has a front-row view of global markets, economies and events that impact his clients’ investments. From this perspective – and his more than 40 years as a financial advisor – Bernard offers timely education, commentary and insight on his blog.