Strata Financial Group has the benefit of being a fully independent advisory firm. Our clients’ best interest is always our intent. We have no ties to any one investment manager or investment product and act as a fiduciary to best manage your money. We can operate on a fee or commission basis as to what is most appropriate to the client. We will discuss a full range of options and the pros and cons before making a recommendation.

With over 25 years in business, Strata has developed proprietary research and portfolio management processes. Strata operates 6 risk-based mutual fund/ETF models for qualified and non-qualified accounts that are comprised of stock and bond funds. Strata also manages 1 individual stock model.

Strata maintains processes for both mutual fund and stock models that detail security research, investment selection parameters, portfolio allocation, portfolio goals, risk management and portfolio benchmarks.

Strata also will work with clients to build custom portfolios and include other products listed above where applicable. Certain clients and higher-net worth individuals need a more tailored approach and we have excelled at this over the years.