About Us - Weekend at Bernards

Stratos Approach As Your Portfolio Manager and Financial Advisor

Stratos Investments aims to actively manage your portfolio with a complete asset allocation strategy. We focus on providing solutions that align with your financial goals, risk tolerance, and investment needs. Likewise, Stratos portfolios are built with a variety of investments that include stocks, fixed income strategies, commodities, master limited partnership and alternative strategies, with a focus on risk management.

We actively manage our models and monitor/adjust them wholly according to changes of individual stock trends. In contrast, passive stock market investments are not adjusted and rebalanced regularly. Passive investments may not be tax efficient and may offer higher fees in alternative investments.

Even though a good portion of our strategies are invested in global and U.S. equities – we avoid aggressive market strategies like margin trading, options trading, and short selling that we believe can add unnecessary risk. We actively manage your investments so that you can get the most out of what you put into your personal finances.

Our equity investment process is based on fundamentals, independent wealth management research, Stratos technical charts, and innovative statistical market analysis. Stratos models, defensive in nature and managed with discipline, provide growth, value and income opportunities. Our portfolios are designed to work in all market cycles – bulls, bears and in-between. We go beyond simple, traditional investments and our knowledge could be essential to your financial growth.

We operate with transparency. The bottom line is each of the Stratos traditional and alternative portfolios have been constructed with the following principles and assumptions:

Diversification helps reduce the risks over time.
Stratos has no gimmicks: each strategy is a pure play with no margin, options or short selling.
Our constant, technical observations and Stock Form are used to execute well-informed decisions based on current market trends.
Stratos provides constant management that is crucial to investment performance, risk and reward analysis, with a focus on preservation of principal.
Stratos believes more stocks are normally better than fewer. Asset allocation helps reduce risk of a poor performing investment or negative, performing sectors that could pose a threat to long-term returns.
Most investments are either a buy or a sell – we maintain an entry and exit level for each security within our investment universe.

Stratos aims to be responsive to new market uncertainties. We strive to provide high mitigating risks with potential, consistent, long-term returns. Good trading for the long term.

Stratos Investments is a DBA of OneSeven, an investment adviser in Ohio. OneSeven is registered with the Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. OneSeven only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of OneSeven’s current written disclosure brochure filed with the SEC, which discusses OneSeven’s business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. All titles listed for Individuals associated with Stratos Investments represent the individual’s role with Stratos Investments.

Please note, the information provided in this presentation is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Investments in securities entail risk and are not suitable for all investors. Past performance is not a guarantee of future returns. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.