It always seems impossible until it’s done.

—Nelson Mandela

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INVESTMENT PROCESS

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PROPRIETARY
INVESTMENT MANAGEMENT

  • Core asset allocation

  • Diversification across asset classes

  • Tax efficiency

  • Time horizon diversification

RISK MANAGEMENT

  • Remove emotion by having a strategic plan

  • Rebalance opportunistically and tax efficiently

  • Control risk proactively not reactively

  • Understand the risk / reward tradeoff

OPEN ACCESS

  • Not tied to a single firm or specific manager

  • Our own proprietary Alpha Portfolio for non-correlated returns

  • Access to our network of legal, accounting, and market partners

INDEPENDENT RESEARCH &

PARTNERSHIPS

  • Strategic relationships at well-known global financial firms

  • Independent research partners 

  • In-house research and idea generation

FIDUCIARY STANDARD

  • Acting in your best interest

  • Seek to determine optimum product choices to determine favorable client outcomes.

  • Assist clients in obtaining cost-efficient solutions

RESILIENT PROCESS

  • Develop a plan designed to achieve goals

  • Stick with strategy appropriate for the investment climate 

  • Understand when the climate changes and adapt accordingly

Diversification and asset allocation strategies do not assure profit or protect against loss.

Investing involves substantial risk. There is no assurance that the investment objective of any investment strategy will be attained.

BACK TO TOP

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Phone

Toll free : 800 985 9477

Direct: 916 461 9451

Investment advisory services are offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor [www.stratoswealthadvisors.com].  August Wealth Advisors is a DBA of Stratos Wealth Advisors, LLC.


August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

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Stratos Wealth Partners, LLC (“IA Firm”) is an SEC registered investment adviser located in Beachwood, Ohio.  August Wealth operates as a DBA branch of IA Firm. A copy of the IA Firm’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthadvisors.com.


IA Firm may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  IA Firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of IA Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as IA Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by IA Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of IA Firm’s current written disclosure Brochure discussing IA Firm’s business operations, services, and fees is available from IA Firm upon written request.  IA Firm does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to IA Firm web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by IA Firm), will be profitable or equal any historical performance level(s).
 
Certain portions of IA Firm’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, IA Firm (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from IA Firm, or from any other investment professional.  IA Firm is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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Each client and prospective client agrees, as a condition precedent to his/her/its access to IA Firm’s web site, to release and hold harmless IA Firm, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from IA Firm.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.