Strathmore Capital Advisors

Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning; the firm also offers retirement plan consulting and separate tax preparation and consulting services. It typically begins client relationships by developing a Financial Profile and Investment Plan tailored to each client’s circumstances and objectives.

The firm’s investment approach is primarily asset-allocation driven, using mutual funds and ETFs (including allocations to Dimensional Fund Advisors products) with a long-term orientation and periodic rebalancing. Strathmore Capital also leverages technology in client service — for example, using Wealth.com for estate-planning workflows and employing AI for administrative and client-service tasks, while stating AI is not used to formulate investment advice.

Distinctive features include a sub-advisory relationship with SyntheticFi to offer a securities‑backed lending strategy that uses option-based box spreads to structure synthetic loan contracts, and the firm’s use of Wealthtender for advertising and lead generation, where advisor pages aggregate reviews and allow visitors to leave comments. The combination of an integrated tax-preparation offering, a licensed estate-planning platform with read-only advisor visibility, and the synthetic lending program differentiates Strathmore Capital from many multi-team peers.