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Stratos Advisors strive to help our clients work toward their evolving investment aspirations and goals in today’s complex investment marketplace. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications. With market insights and our personalized approach to asset allocation, we offer distinct strategies for our clients. 

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

The Benefit of Asset Allocation

Asset allocation is a management process that consists of combining various asset classes (stocks, bonds, mutual funds, and more) into a portfolio. Returns are sought from the portfolio as a whole, and not each individual security. This approach to asset allocation addresses potential risk through proper diversification while also pointing your assets toward achieving growth.

Asset Allocation with a Fiduciary

As a fiduciary for our advisory clients, we have an obligation to ensure the appropriate products, services, and recommendations are chosen based on the clients’ best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to pursue investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.

Our main objective is to assist clients in navigating today’s complex marketplace to work toward their investment aspirations and goals. The recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.

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