We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Consulting infographic.

Bernard K. Semon

As Stratos portfolio manager, I am committed to helping our clients and partners navigate the challenging and unpredictable financial markets. By leveraging my 35 years of experience and resources, I have developed an investment discipline to actively manage portfolios through various market cycles.

I believe that U.S. stocks can provide growth, value, income, liquidity, and potentially hedge against inflation. Because of these inherent features, most investors can potentially benefit from exposure to equities over the long-term. Allow Stratos Investments to manage your portfolio.

Serving the international and domestic markets.

Investing involves risk and investors may incur a profit or a loss. Past performance is not an indication of future results. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets.