Everyone has a plan until they get punched in the face.

—Mike Tyson

INVESTMENT MANAGEMENT

  • Core asset allocation

  • Diversification across asset classes

  • Tax efficiency

  • Time horizon diversification

PROPRIETARY INVESTMENT MANAGEMENT

RISK MANAGEMENT

  • Remove emotion by having a strategic plan

  • Rebalance opportunistically and tax efficiently

  • Control risk proactively not reactively

  • Not tied to single firm or specific manager

  • Our own Proprietary Alpha Portfolio for non-correlated returns

OPEN ACCESS TO BEST

INVESTMENT MANAGERS

  • Strategic relationships at top global financial firms (JPMorgan, Bloomberg, Blackrock)

  • Independent research partners 

  • In-House research and idea generation

  • Stratos/Fundamentum in-house investment team

INDEPENDENT RESEARCH &

PARTNERSHIPS

  • Legally bound to act in your best interest

  • Unbiased when it comes to product choice for favorable outcomes

FIDUCIARY STANDARD

  • Develop a plan to achieve goals

  • Stick with strategy appropriate for the investment climate 

  • Understand when the climate changes and adapt accordingly

RESILIENT PROCESS

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.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August 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.