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Offerings for Indiivduals

For the individual investor, Stratos Wealth Partners provides the following products and services:

Personal Financial Planning


Investments

  • Alternative Investments
  • Annuities
  • Checking Accounts
  • Corporate, Government and Municipal Bonds
  • Certificates of Deposit
  • Exchange-Traded Funds and Notes
  • Insured Savings Account
  • Market-Linked Certificates of Deposit
  • Money Market Funds
  • Mutual Funds
  • Socially- and Morally-Responsible Mutual Funds
  • Stocks
  • Unit Investment Trusts

Insurance

  • Disability
  • Life 
  • Long-term Care

Education Savings Accounts

  • 529 Plans
  • Coverdell Savings Accounts
  • Custodial Accounts

Fee-Based Advisory Investment Platforms

  • Manager Access Networks - access to institutional money managers
  • Manager Access Select - separately-managed accounts
  • Model Wealth Portfolios - diverse set of investment themes
  • Optimum Market Portfolios - diversified asset allocation models
  • Personal Wealth Portfolios - a single account solution for separate accounts and mutual funds
  • Strategic Wealth Management - access to more than 6,200 mutual funds, stocks, bonds and alternative investments