General Info

Stratford Advisory Group is an independent, full-service investment consulting firm. The company provides investment advice to endowments, foundations, health care systems, private wealth, Taft-Hartley funds, corporations, and defined benefit and contribution plans. It features active oversight, specific recommendations and implementation assistance. Stratford Advisory Group offers strategic planning, asset allocation, liability modeling, investment structure development, performance evaluation and manager monitoring. The firm also conducts educational workshops and has expertise in alternative asset classes. It is a wholly owned subsidiary of Clark & Wamberg. Stratford Advisory Group has operated for more than 20 years and is based in Chicago.