Your Financial Advisor is affiliated with Stratos Wealth Partners, an independent firm that provides an unbiased environment in which like-minded experienced advisors can effectively address the unique needs of their clients. As part of this affiliation, your advisor has access to Fundamentum.

We offer disciplined investment strategies tailored to align with your unique risk tolerance, goals and objectives. Our portfolios are tactical in nature, allowing us to be nimble and capitalize on opportunities in the marketplace. We also keep costs low and strive to deliver long-term, risk adjusted returns within all of our client investment portfolio options. 

TEAM OVERVIEW

  • Over 20 portfolios in 5 distinct investment sleeves, focused on Tactical Asset Allocation portfolios, utilizing ETFs, Index Funds, individual securities and actively managed funds.

  • Deliver institutional quality, reliable portfolio strategies that fit many needs in the financial planning process

  • Dedicated team of Investment Professionals located in Cleveland, Ohio

  • Prior to Fundamentum, collective committee experience of ~100 years, where they managed ~$40B in various roles.

  • CFA® Charterholders

  • Dedicated team of support staff including operations, trading and marketing

  • Full access to the Portfolio Management Team for consultation and client presentations