To maximize earnings potential, we emphasize large-cap total return companies. To
buffer short-term equity volatility, we diversify and use intermediate-term maturity
fixed-income securities. View a more complete
summary of our equity and fixed income process.
Stratton Management Company
Stratton Management Company, located in King of Prussia, Pennsylvania, was founded
in 1972. Since that time, Stratton has grown from a two-person firm managing $100,000
to a dynamic enterprise, currently managing over $2 billion. Stratton specializes
in the management of equity and balanced portfolios for individuals and institutions,
and is the Adviser to the Stratton Family of Mutual Funds.
Stratton Investment Philosophy
Since the firm's founding, Stratton Management Company has followed a traditional
"value" investment philosophy. We believe that investing in undervalued, fundamentally
sound companies leads to consistent long-term capital appreciation with reduced
The term "value" is often misconstrued to imply the absence of growth. We believe,
however, that the term does not speak to the absence of a firm’s growth potential,
but describes a firm whose true worth is underestimated by the investing world.
At Stratton, our goal is to identify firms that are emerging from the stage of investor
neglect and are beginning to experience a resurgence in profitability.
We help you build, manage and preserve wealth throughout all stages of your life
by providing investment management services to:
- Retirement funds
- Public funds
- High Net Worth Individuals
Our unique investment style combines preservation of capital with long-term capital
growth and is designed to manage risk at every opportunity.
|Our disciplined strategy to reach your goals and provide peace of mind:
||Determine Your Objectives
||Our advisors initiate an intense discovery process to understand your financial
goals, special circumstances, risk tolerance, time horizon, tax sensitivities, investment
expectations, liquidity needs, and income requirements.
||Construct a Custom Portfolio
||We then construct your unique portfolio, incorporating our best selections and diversifying
your portfolio by asset class to achieve the proper balance of risk and return.
||Monitor and Adjust Your Portfolio
||We continue to monitor and review your portfolio holdings and meet with you as needed
to review your situation. If your objectives change, we adjust accordingly to keep
you on track to meet your financial goals.
High Quality Client Service
Your client service team will communicate consistently and frequently with you and
your other advisors. Maintaining open lines of communication gives the team the
flexibility to adapt to your changing needs. It enables us to not only meet, but
exceed, your expectations.
Your financial needs are our highest priority. Call Morgan Salazar at 610.687.6800
or send an email.