Business Details
Trusted Financial Advisers in Memphis, TN
Stringer Asset Management Asset Management was founded on the principle of integrating behavioral finance insights with innovative asset allocation strategies to deliver superior investment outcomes. With decades of collective experience in the investment industry, our team of professionals specializes in managing money for real people in real time, ensuring every dollar entrusted to us aligns with the goals and dreams of individuals and families. Our three-layered risk management processstrategic asset allocation, tactical asset allocation, and the Cash Indicatorforms the backbone of our approach, designed to dynamically adapt to market conditions while prioritizing capital preservation.We measure success by the achievements of the advisors and investors we partner with, combining modern portfolio theory, behavioral finance, and practical experience to navigate volatile markets and economic cycles. Our commitment to transparency, ethical practices, and client-centric solutions has solidified our reputation as a trusted partner in wealth management.
Services
Growth Strategy
Moderate Growth Strategy
Conservative Growth Strategy
Income with Growth Strategy
Income Strategy
Tactical Opportunities Strategy
Cash Indicator Process
Behavioral Finance Integration
Portfolio Management
Risk Assessment
Highlights and features
- We implement a patented three-layer risk management process to protect assets.
- Our team combines behavioral finance with modern portfolio theory for better outcomes.
- Decades of experience managing investments across all market conditions.
- We invest alongside our clients, aligning our interests with yours.
- Dynamic strategies adapt to economic shifts while prioritizing capital preservation.
Services
Growth Strategy
The Stringer Asset Management Asset Management Growth Strategy focuses on long-term capital appreciation through a core risk-managed portfolio. Anchored in strategic allocation, it incorporates tactical adjustments and the Cash Indicator to reduce volatility. Ideal for equity investors seeking consistent returns while mitigating market risks through dynamic risk management.
Tactical Opportunities Strategy
Designed for equity investors targeting near-term opportunities (6-18 months), this strategy uses 100% equity allocation with dynamic tactical adjustments. The Cash Indicator provides protection during volatility, making it suitable for clients aiming to capitalize on market fluctuations while maintaining downside safeguards.
Income Strategy
The Income Strategy prioritizes current income with long-term capital growth, allocating 80% to fixed income and 20% to equities. It combines risk management with income-generating assets, appealing to conservative investors seeking stability and predictable returns in uncertain market environments.
Cash Indicator Process
This proprietary process increases cash reserves during extreme market downturns to protect principal and create reinvestment opportunities. By dynamically adjusting liquidity positions, it aims to preserve capital while positioning portfolios to benefit from market recoveries, enhancing overall portfolio resilience.
Behavioral Finance Integration
We incorporate behavioral finance principles to address emotional decision-making in investing. By identifying and mitigating biases, this approach helps clients maintain discipline during volatility, improving adherence to long-term strategies and enhancing overall investment outcomes through evidence-based decision-making.
People
Gary Stringer
President, Chief Investment Officer
Gary Stringer Asset Management Asset Management, CFA, founded Stringer Asset Management Asset Management with a focus on risk-managed investing. He leads the firm's investment strategy, leveraging over 25 years of experience in portfolio management and behavioral finance to deliver client-centric solutions.
Kim Escue
Senior Portfolio Manager, CFO
Kim Escue, CFA, oversees portfolio management and financial operations. With expertise in tactical asset allocation and risk assessment, she ensures the firm's strategies align with evolving market conditions and client objectives.
Chad Keller
Portfolio Manager, COO, CCO
Chad Keller, CFP, manages daily operations and compliance. His dual role as Portfolio Manager ensures investment strategies adhere to regulatory standards while maintaining a focus on client needs and market opportunities.
Jonathan Bernstein
Vice President, Director of Sales and Marketing
Jonathan Bernstein, CIMA, leads business development and client acquisition. He connects financial advisors with Stringer Asset Management Asset Management's investment solutions, emphasizing education and partnership to enhance client outcomes.
Kait Dowling
Senior Internal Consultant
Kait Dowling provides in-depth client support and portfolio analysis. Her role involves translating complex investment strategies into actionable insights for advisors, ensuring alignment with client goals and market dynamics.
Questions
What investment strategies do you offer?
We offer six core strategies, including Growth, Moderate Growth, Conservative Growth, Income with Growth, Income, and Tactical Opportunities, each tailored to different risk tolerances and financial goals.
How does your risk management process work?
Our three-layer approach includes strategic asset allocation, tactical adjustments, and a Cash Indicator to dynamically manage risk and protect against market downturns.
Can I access my portfolio performance online?
Contact our team for details on portfolio access and performance reporting tools.
Do you work with individual investors or institutions only?
We serve both individual investors and financial advisors seeking institutional-quality investment solutions.
How often do you adjust investment allocations?
Strategic allocations are reviewed regularly, with tactical adjustments made as needed based on market conditions and economic outlook.
