STRATFORD CONSULTING Overview

Stratford Consulting Llc is an investment advisor that manages 402.6 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 225MM in positions, representing 56% of the manager's regulatory AUM.

STRATFORD CONSULTING StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STRATFORD CONSULTING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 20.03% ETF 1.54% -0.01% 0 9%
HDV 13.15% ETF -1.61% -0.39% 1 3%
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FEATURED IN
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STRATFORD CONSULTING Founders and Key Employees

Name Title In Position Since
John M. Hemp Managing Member April-2007
Susan G. Schildt Managing Member, Chief Compliance Officer April-2007

STRATFORD CONSULTING Brokers, Custodians, Auditors and Administrators

Type Company

STRATFORD CONSULTING Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis

Security and portfolio analysis methods include assessments of diversification, historical performance versus benchmarks, and tax and expense efficiency. Stratford Consulting may evaluate portfolio efficiency by utilizing firms which provide portfolio optimization modeling.



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March 27, 2015
FORM ADV PART 2A (“FIRM BROCHURE”)
FOR STRATFORD CONSULTING, LLC




Stratford Consulting relies upon sources of information such as financial periodicals, industry journals, research materials prepared by others, corporate ratings services, prospectuses, annual reports, filings with the Securities and Exchange Corporation and company press releases. Other sources of information which Stratford Consulting may use include Morningstar Principia information, various internet sources and Fidelity’s Wealth Central program.

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STRATFORD CONSULTING Portfolio Concentration

STRATFORD CONSULTING Location

15303 DALLAS PARKWAY
SUITE 460
ADDISON, Texas
UNITED STATES, 75001-6730

STRATFORD CONSULTING Contact Information

Phone Number: 972-960-3780
Fax Number: 972-960-3790
Website:

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