Stranberg Capital LLC

The firm provides discretionary portfolio management to individual and high‑net‑worth clients, focusing on accounts intended to supplement retirement income. Like many peers, it charges asset‑based advisory fees, manages roughly fifty‑five client relationships, and generally expects a minimum account size for new clients.

Its investment approach emphasizes Modern Portfolio Theory combined with fundamental analysis across macro and micro factors, with portfolios constructed for broad diversification and adjusted overweight/underweight exposures based on relative valuation and risk‑reward. Accounts are continuously monitored and traded at the firm’s discretion; the firm does not tailor portfolios to client‑imposed investment restrictions and clients are expected to keep the adviser informed of life‑cycle changes.

Distinctive features include sole ownership and hands‑on management by the firm’s principal, a stated acceptance policy that requires clients to treat managed accounts as substantially all their investable assets with the primary objective of retirement income, and the practice of investing the principal’s assets alongside client accounts. The firm does not maintain a formal written code of ethics, executes through a single custodian relationship (TD Ameritrade/Schwab) that provides institutional services, and uses batch order allocations to address potential conflicts arising from trading and custody arrangements.