Stringer Asset Management Llc
Stringer Asset Management is a group of investment professionals dedicated to helping advisors and their clients close the gap between the opportunities that the financial markets present and the returns they actually realize. With decades of experience in the investment industry, working with a multitude of investor types, and within every market condition imaginable, we measure our success by the success of the advisors we partner with. In an increasingly competitive industry, we understand that advisors need to demonstrate to clients and prospects that they are experienced, relevant, and differentiated – and we help them do just that by providing the insights they need to help ensure their clients’ satisfaction. Our core investment beliefs align closely with current research and proven diversification methodologies, and our forward-thinking process marries behavioral finance, modern portfolio theory, and real-world practicality. While our portfolio management philosophy is centered on modern portfolio theory and asset allocation, we realize both have limits. To further refine our allocations, we focus on a combination of a 3- to 5-year strategic outlook and a 6- to 18-month tactical outlook. Our Cash Indicator methodology acts as a plan in case of emergency. We believe this approach focuses our team on a shorter timeframe with greater visibility into the future, potentially providing more consistent risk-adjusted returns. Constant feedback and varying perspectives help us recognize mistakes early and let our winners run. We don’t simply define risk; we position everything we do through the lens of risk. In fact, we focus on risk management as much as or more than returns because we believe that when you manage the risk, the returns take care of themselves. We employ a robust, three-layered risk management process. Access dedicated asset management and an experienced team that can help you stand out in an increasingly competitive landscape at
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9
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7
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Open roles
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Distinct roles
7
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JB
Jonathan Bernstein
Principal and Director of Sales & Marketing · Other
EmailPhone - CK
Chad Keller
Portfolio Manager, Chief Operating Officer, and Chief Compliance Officer · Other
EmailPhone - TF
Thomas Farrell
Regional Director · General Business & Management
EmailPhone - KD
Kait Dowling
Senior Internal Consultant · General Business & Management
EmailPhone - GS
Gary Stringer
President and Chief Investment Officer · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Stringer Asset Management Llc
7 distinct titles indexed · top 7 shown.
- 1legal assistant
- 1portfolio manager, chief operating officer, and chief compliance officer
- 1president and chief investment officer
- 1principal and director of sales & marketing
- 1regional director
- 1senior internal consultant
- 1stringer
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