Stringer Asset Management LLC

Investment ManagementTennessee, United States2-10 Employees

Shelton Capital Management has Acquired Stringer Asset Management. Follow https://www.linkedin.com/company/shelton-capital-management to stay connected.

Stringer Asset Management is a group of investment professionals dedicated to helping advisors and their clients close the gap between the opportunities that the financial markets present and the returns they actually realize.

With decades of experience in the investment industry, working with a multitude of investor types, and within every market condition imaginable, we measure our success by the success of the advisors we partner with. In an increasingly competitive industry, we understand that advisors need to demonstrate to clients and prospects that they are experienced, relevant, and differentiated – and we help them do just that by providing the insights they need to help ensure their clients’ satisfaction.

Our core investment beliefs align closely with current research and proven diversification methodologies, and our forward-thinking process marries behavioral finance, modern portfolio theory, and real-world practicality.

While our portfolio management philosophy is centered on modern portfolio theory and asset allocation, we realize both have limits. To further refine our allocations, we focus on a combination of a 3- to 5-year strategic outlook and a 6- to 18-month tactical outlook. Our Cash Indicator methodology acts as a plan in case of emergency. We believe this approach focuses our team on a shorter timeframe with greater visibility into the future, potentially providing more consistent risk-adjusted returns. Constant feedback and varying perspectives help us recognize mistakes early and let our winners run.

We don’t simply define risk; we position everything we do through the lens of risk. In fact, we focus on risk management as much as or more than returns because we believe that when you manage the risk, the returns take care of themselves.

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